July 2024 Quarterly Conversation

RSVP for our next Quarterly Conversation on July 18, 2024, 4 pm on Zoom. These hour-long webinars are a perfect chance to talk to Dan and Rick about the current state of the markets, and any other pressing financial concerns you may have.

Even better? They’re now open to both clients and non-clients! Just RSVP at the link below:

https://us02web.zoom.us/webinar/register/WN__LvmhofxRuO3bd_CcnIxxA