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Main Calendar

SUN
Oct Apr
15 29
FRI
November
10
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 ...

SAT
November
11

Thank You to all of Veterans

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