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The SECURE Act and SECURE Act 2.0
The SECURE Act and SECURE Act 2.0
Learn how changing legislation impacts your retirement. Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own "personal economy" and thrive regardless of legislation changes. Come prepared to hear about some of your top financial concerns with Wendy in an open and exciting format where you can…
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Three Ways to Take Back Control of Your Financial Future
Three Ways to Take Back Control of Your Financial Future
Join us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2023 - Social Security & Income Planning – Know your options and learn how to make the right choices - Taxes and the IRS – Tax-efficient Strategies to…
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Three Ways to Take Back Control of Your Financial Future
Three Ways to Take Back Control of Your Financial Future
Join us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2023 - Social Security & Income Planning – Know your options and learn how to make the right choices - Taxes and the IRS – Tax-efficient Strategies to…
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