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Events

We are committed to having our clients be informed and learn about their financial lives. To help educate our clients, we will be offering small group seminars, webinars, and classes. Check back for our next event.

 

April 18, 2018

7:00p - 9:00p

Bronxville Adult School

Class - April 18, 2018 - LEARN MORE >>>>

Retirement Income Planning: Planning for a Successful Retirement

 

May 16, 2018

7:00p - 9:00p

Bronxville Adult School

Class - May 16, 2018 - LEARN MORE >>>>

Savvy Social Security for Boomers

Event Registration

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