Join us virtually for our annual Fall Client Meeting!
Topics we will address include:
-The State of the Company
-Economic and Market Update
-Protecting Your Information & Assets
-Financial Habits Worth Keeping after COVID
PS - *ONLY CLIENTS* are eligible for lunch gift cards. Details on redeeming the electronic gift card will be sent to individual registrants a few days before the event. If more than one client in the same household is attending, they should register individually to receive a gift card.