Client Center: Events
We provide opportunities for you to fully understand the details of how your money will be working for you.
We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.
Check-Out Our Upcoming Events
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After Mark – A Zoom Discussion with Margaret and Jeremy
4:00 pm
After Mark – A Zoom Discussion with Margaret and Jeremy
Apr 16 @ 4:00 pm – 5:00 pm
 Please save the date and time to watch Thursday’s very informative presentation from Mark Matson. Then plan to login and join us on Zoom as Margaret and Jeremy will discuss all your questions and/ or … Continue reading After Mark – A Zoom Discussion with Margaret and Jeremy
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DISRUPTION! Living in a world out of control
11:00 am
DISRUPTION! Living in a world out of control
Apr 21 @ 11:00 am – 12:00 pm
 Meeting Topic: DISRUPTION! Living in a world out of control Margaret and Jeremy lead a conversation on the current state of being, how it is impacting our lives, and what YOU can do to for … Continue reading DISRUPTION! Living in a world out of control
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