Carver Bank Webinar
We were honored to join Carver Bank for a Zoom Webinar, "Protect, Preserve & Transfer Wealth: What You Need to Know!" on Wednesday, August 9. Following a welcome by Michael Pugh, Carver Bank & SFEPD Board President, SFEPD Founder & President Ted Daniels provided opening remarks, while SFEPD Educator Daphne Wright, CPA, CFP® led the discussion.
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