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Now is the Time: Moving Forward!

This is the third in a series of articles listing the reasons why now is the time to determine if new programs or solutions are needed for your firm as we look towards the end of the calendar year.  The first article (Planning for 2024: Now is the Time) looked at the...

Planning for 2024: Now is the Time

As I write this, it is August and we are all baking in these sun-drenched days.  Many of our clients are on vacation.  It’s a great time to hit the beach, or visit that restaurant that always seems to be overbooked.   But don’t be fooled — in the midst of all of...