Smart Women, Smart Retirement Webinar

Join us for this free, no-obligation webinar! Statistically, women live longer and face different challenges when planning for retirement. It is important that we start early, get informed from a trusted source, and understand that not knowing CAN potentially hurt us! It is tough to imagine a retirement in which you don’t have to worry …

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Digital Referral Dinner

With the sudden change to our normal event schedule, we realized we did not provide you with a good, comfortable way to introduce our firm to people you feel could benefit from our services. Because we can no longer meet your loved ones in the traditional way and much to Janice’s dismay (and 5 million …

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