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January 20th WEDNESDAY 12 Noon | 6:30 pm The Columbian |
Annual Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research |
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February 16th *TUESDAY* 12 Noon | 6:30 pm The Columbian |
The Latest Trends & Research on Identity Theft and Consumer Privacy with Paul Zarling, Managing Partner |
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March 17th WEDNESDAY 12 Noon | 6:30 pm The Columbian |
Lucky & Cautionary Estate Planning Tales with Attorney Rob Melick |
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April 21st WEDNESDAY 12 Noon | 6:30 pm The Columbian |
1st Quarter Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research |
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May 19th WEDNESDAY 12 Noon | 6:30 pm The Columbian |
UPDATED: Best Practices on Auto | Home | Recreation Insurance |
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June 23rd WEDNESDAY 12 Noon Only The Columbian |
UPDATED: We're moving to our new suite on the first floor of our existing building. Yeah! *No Lunch n Learn Event for June 2021* |
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July 21st WEDNESDAY 12 Noon Only The Columbian |
2nd Quarter Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research |
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August 18th WEDNESDAY 12 Noon Only The Columbian |
Estate Planning with Attorney Rob Melick |
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September 22nd WEDNESDAY 12 Noon | 6:30 pm The Columbian |
UPDATED: TrueHolistic Financial Planning, Securing Your Financial Confidence *Includes Tax Strategies and Case Studies* |
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October 20th WEDNESDAY 12 Noon | 6:30 pm The Columbian |
3rd Quarter Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research |
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November 17th WEDNESDAY 12 Noon | 6:30 pm The Columbian |
Small Business: Sharpening Your Financial Focus |
| December 15th WEDNESDAY | Client Appreciation Christmas Reception 11:00AM-1:00PM ~OR~ 5:00PM-7:00PM |
FREE Financial Education 2021 Schedule and TopicsPaul Zarling2021-04-07T16:36:30+00:00