Broker Check

Past Events

2021 Tax Planning Seminar

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2021 Personal & Cyber Security Seminar

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2021 Market and Economic Update Seminar

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2020 Planning for Health Care in Retirement Seminar

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2020 Post-Election Market Call


2020 Market Update Seminar

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2020 Midyear Outlook Seminar

2020 Forecast Seminar

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2019 Southwick's Zoo

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2019 Golf Clinic


2019 Forecast Seminar


2018 Southwick's Zoo


2018 Forecast Seminar

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2017 Soutwick's Zoo

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2017 Golf Clinic

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Outlook 2017 Seminar

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2016 Holiday Breakfast

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2016 Alzheimer's Seminar

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2016 Identity Theft Seminar

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2016 Social Security Seminar

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2016 Forecast Seminar

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