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Lisa Germano, JD, CPA, CGMA App is a smart mobile tool for financial advisors, CPAs, and other retirement professionals who want to grow their businesses with retirement plans. App features include a resource library, sample illustrations, and a simple form for requesting a free plan design for a client. App users can also click or call to be connected with a retirement plan expert at Lisa Germano.
Lisa Germano, JD, CPA, CGMA app, you can...
- Submit a proposal for more information
- View events in your area
- One-Click access to sales help
- Sales tools at your fingertips
- And so much more…
Quoi de neuf dans la dernière version 1.399
Last updated on Oct 9, 2015
Minor bug fixes and improvements. Install or update to the newest version to check it out!
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Lisa Germano, JD, CPA, CGMA
1.399 by Hudson Companies, LLC.
Oct 9, 2015