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3 Hour Program Agenda

Hour 1: Is Your Financial House in Order? – This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Hour 3: Networking Opportunity

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