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Join us for one of our Virtual Lunch & Learn Events!


Thursday, April 10th: Maximizing Wealth with Real Estate Tax Strategies and Exchange Funds

Thursday, April 24th: First Trust Hedged Equity Strategy Highlights 

  • Zoom time: Noon
  • Hosted in collaboration with First Trust

Thursday, May 22nd: How to Maximize Roth Conversions 

  • Zoom time: Noon

What's Your Risk Number? Schedule a Meeting to Discuss Your Risk Score