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Market Outlook Conference Call
with special guest Bradford Pineault, VP Fidelity Investments
Monday, December 3, 2018


Tax Cuts and Jobs Act of 2018 Conference Call
with Special Guest Lucia Chubet, CPA – Daigle Smith and Chubet
Tuesday, January 23, 2018


College Planning is a Cash Flow Project
Financial Advisor and College Funding Expert Charles Wareham of Valark Financial is a guest speaker on Invite Education’s weekly podcast. Charles discusses how managing and seeking additional cash flows is at least as important, if not more so, than saving and investing for college.
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Seeking the Best Fit Between Student and College
January 14, 2015
Dr. Carolyn Sorkin, former admissions director at Brown University, and President of University Passport LLC consulting firm share best practices and tips for maximizing the fit between your student and the college of their choice.

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