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Now is a great time to take action for your financial future
Schedule a time to meet to make sure you’re on track for the retirement you want.
When we meet, we can discuss:
•The benefits of enrolling in your workplace retirement plan
•How to boost your overall financial wellness
•The resources available to help shape the future you want
•Your broader financial goals so we can put a plan in place to help you get there
We can meet in-person or virtually at any time that is convenient to you.
Schedule time to meet with me today!
Dates: March 11 at City Hall, The Learning Center, 9:30 – 3:30
Schedule Meeting
Virtual meetings available March 4 and 18
Times: varied, based on date
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