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Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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. 


2018 HalfTime Report

July 23, 2018 2:00p - 3:30p Eastern Standard Time

The Savannah Center

From market volatility to geopolitical drama, many topics have dominated headlines in 2018. Separating fact from hype—and knowing where you stand—is critical for making sound decisions. Join us as we review the year’s events so far and provide context for your own financial life. We encourage you to bring family and friends who would appreciate learning more about today’s markets and economy. Please be sure to indicate the first and last names of everyone attending with you. We look forward to seeing you. *The economic forecasts set forth in the material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.*

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