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Smart Wealth Strategies In-Person
Join financial advisors to cover the following strategies:
- Recession proof strategy to protect and grow your wealth
- Tax saving and investment risk control strategies
- Take control of your finances for a peaceful retirement
- College funding savings, income and asset protection
- Estate planning, and more insights and discussions
Please also consider filling out the attached intake form to help our presenters tailor this program to your needs. This is not required to attend this program.
Hosts: Anuradha Dhirasaria, Deepak Dhirasaria, Lily Min Zhu, and Michael Jacobs
Registration has closed.