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Upcoming Events

Sep 16

WiFi Golf Lesson and Networking

Enjoy an afternoon at Hobbits Glen Golf Course with our Women in Finance!

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Sep 25

Aging with Confidence: Planning for Care and Well-Being

Approved for 1 hour CFP Board CE credit. Learn how you can become a proactive part of your client's aging plan that preserves choice, dignity and financial security.

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2023 Partners