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IN 1 HOUR: CE Credit - 351 Transfers: Unlocking Tax-Efficient Diversification for Your High-Net-Worth Clients (Sponsored By Kurv Investments)
**When:** TODAY, July 2, 2025 | 11:00 AM - 12:00 PM EST With geopolitical uncertainty at all-time highs and interest rates on the decline, your high-net-worth clients need sophisticated solutions that don't trigger massive tax liabilities. [REGISTER NOW] ## What You'll Learn In this