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2025 Q3 Quarterly Market Insights

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2025 Q2 Quarterly Market Insights

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2025 Q1 Quarterly Market Insights

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2024 Q4 Quarterly Market Insights

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2024 Q3 Quarterly Market Insights

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2024 Q2 Quarterly Market Insights

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2024 Q1 Quarterly Market Insights

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The 4 C's of Advisor Quality

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RMD Letter (No Contact)

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Adobe Contributions Info

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Move Fund to PCRA in ARUP Plan

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403b Rollover Form

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Intermountain Questions for Scott Olsen

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Intermountain Pension Election Process

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Intermountain Retirement Timeline

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PCRA Process Powerpoint

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Rollover Notes

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BCIT Manual

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Net Worth Calculator

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Taxable Social Security Sheet

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Year-End Tax Checklist 2025

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Guide to Financial Professionals

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7 Prosperity Projects (Full Version)

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9 Retiree Prosperity Projects - Worksheet

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9 Retiree Prosperity Projects - At A Glance

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7 Prosperity Projects - Worksheet

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7 Prosperity Projects - At a Glance

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Email Drip Campaigns and Automations for Clients & Leads

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Sabbatical Eligibility Tracker

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Avery Jackson Headshot

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Amanda Jackson Headshot

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Net Worth Tool

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Internal Marketing Order Sheet

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Capita HR Education One Pager

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Employee PCRA Request

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Milena Overstreet Headshot

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Sean Jones Headshot

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Sydney Davis Headshot

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Kim Solomon Headshot

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Jane Clayton Headshot

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Andrew Angerbauer Headshot

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Zach Geertsen Headshot

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Mallhory Jones Headshot

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Tia Hinderliter

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Robby Howe

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Kyle Cuvelier Headshot

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Cristian Haymes Headshot

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Nate Christensen

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Ben Coburn Headshot

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Tony Inkley Headshot

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Todd Storrs Headshot

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DJ Nelson Headshot

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Katie Brinkerhoff Headshot

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PCRA Training

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New Business/Case Addendum

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Capita Sleeve Deletion Form

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2025 Powerpoint Template (PPTX)

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2025 Powerpoint Template (POTX)

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PowerPoint Editing Notes

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Sheets Version: Taxable-Social-Security-Sheet 2025 YouTube-Version

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Model Exclusion - Allocations Addendum

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2025 SS and Tax Strategies Presentation

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Federal Labor Laws

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Utah Labor Law

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Colorado Labor Law

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Other Operations Processes

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Compliance Manual

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Youtube SS Break-Even Calculator

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Capita Website Blue Background QR Code

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Fake Paycheck - The Financial Call

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Operations Cheat Sheet

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Orion View Only Access for Third Party

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Employee Performance Evaluation

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DAF Signing Authority

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DAF Letter Of Exemption

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DAF Articles

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DAF Chase Bank Signature Cards

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DAF Voided Check 8759

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DAF Voided Check 8726

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Sponsorship Compliance Approval Form

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Internal Training Slides Template (INTERNAL USE ONLY)

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ARUP PCRA Application

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Fidelity Signing Experience

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Schwab Signing Experience

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URS Rollover Form

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IT Requests/Issues

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IT Requests/Issues

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Accommodation Request Form

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Non Disclosure Agreement

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Vendor Due Diligence Form

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Fidelity URS LOI

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Fidelity Add/Remove LPOA

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DIK Member Instructions - LDS Church

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Calculators Box Folder

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Retirement Savings Rule of Thumb

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Allianz 222 Replacement Decision

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Allianz PIV Analysis

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Opt-in/Opt-Out/Self-employed PIA Calculator

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Savings Need Estimator

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Caregiver Retirement Contributions Planner

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