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Quarterly Newsletters

Successful Women- Spring 2017 


Successful Women targets women investors and their families.

-Ready, Set, Tax Break
-Your mind matters
-Retirement takes getting in step




Financial Journeys- Spring 2017 


Financial Journeys focuses on retirement planning issues. 

  -Risk Management Demystified
  -Estate planning is for everyone
   -Opportunity blooms in tax season



Business Dimensions - Spring 2017



Business Dimensions
speaks to entrepreneurs specifically.

-Invest in your business
-The geography of taxes 
-Keep your business cyber safe