
One Big Beautiful Bill Act Video Series
CPC's Trevor Thompson, CFP®, CPWA®, Head of Wealth Solutions, Geri Lanning, CFP®, Senior Wealth Advisor, and Josh Voisine, CFP®, Senior Wealth Advisor, discuss key highlights of the One Big Beautiful Bill Act in this four-part video series.

One Big Beautiful Bill Act Video Series
CPC's Trevor Thompson, CFP®, CPWA®, Head of Wealth Solutions, Geri Lanning, CFP®, Senior Wealth Advisor, and Josh Voisine, CFP®, Senior Wealth Advisor, discuss key highlights of the One Big Beautiful Bill Act in this four-part video series.

Client Chronicles: Your Quarterly Service Scoop
Important End-of-Year Reminders

Client Chronicles: Your Quarterly Service Scoop
Important End-of-Year Reminders










