Manage episode 271644053 series 2787232
In this Money Mondays, Nate Hare of Quest Trust Company shares what they are up to this month, revealing some great deals for the love month while giving the rundown of some of their other events this year – be that online or offline events. He covers the March Madness, Masters of Tax Avoidance online boot camp, the Dallas Expo, and more. Nate also shares some housekeeping when it comes to retirement accounts as well as the steps IRA specialists have to go through to become certified.
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