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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

January 9, 2019

6:00p - 8:00p

Berkeley Adult School

Investment Basics

Investment Basics

 

January 12, 2019

10:00a - 12:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

 

January 15, 2019

6:00p - 8:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

Event Registration

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