Main Calendar
FRI
November
10
Outlook and Opportunities Seminar with Joe Ortiz of Edward Jones
11:45 AM - 1:00 PM
Lunch is on us! Come and meet your host, Joe Ortiz and learn about "Year-End considerations for your financial strategy," including estate planning, Roth conversion, open enrollment checklist and steps to help maximize a financial windfall. Bring a ...
Powered By GrowthZone