Lebowitz on the problems with private credit; plus what financial planners need to know to serve military veteran clients
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| Apr 23, 2026 8:25 AM | Is estate planning software creating a liability trap?; Answers to modern client segmentation | |
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| Apr 21, 2026 8:21 AM | Lebowitz on the problems with private credit; plus what financial planners need to know to serve military veteran clients (this email) | |
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