Michael McGrath, CFP®, CLU®, CAP®

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    The Importance of Asset Location: What to Consider for Tax-Conscious Investing

    EP Wealth Vice President, Advisor, Terri Velgara, CFP®, shares how...

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    How Charitable Remainder Trusts Serve Legacy and Family
    How Charitable Remainder Trusts Serve Legacy and Family

    EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

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