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Estate Taxes: What You Can Control| Season 2, Episode 9

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We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service.

Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.

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