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July 2023 Quarterly Conversation is July 20 on Zoom

July 2023 Quarterly Conversation

RSVP for our next Quarterly Conversation on July 20, 2023, 4 pm on Zoom, where we’ll be discussing the National Debt Level (and more!). 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:


Jul 20 2023


4:00 pm - 5:00 pm