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President Trump: The First 60 Days

Online Webinar
Wednesday, March 29, 2 – 2:30 pm
Online

Join us for a discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow.

Presenters:
Jim Bell, CFP®, President and Founder
Rohan Nayak, CFP®, Portfolio Manager, Investment Advisor

Open to everyone. Register here: http://bit.ly/2lxewjk

Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More