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Martin Landry leads Credent's Advanced Planning Team

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. CX Institutional, LLC is not intending to establish new advisory client relationships through this material but rather, attract new equity partners to the firm. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advice offered through CX Institutional, a registered Investment Advisor.