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Advisor's Corner 12.16.2020

TPC Technology: Zoom – Thankful for Virtual Meetings with TPC Clients

By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start more

Docusign
Advisor's Corner 12.15.2020

TPC Technology: Docusign – Making Paperwork More Secure and Efficient

By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked more

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