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SEMINARS AND WEBINARS

Audio Series: Two Sides of the Same Dollar

Audio Series: Two Sides of the Same Dollar

Segment 3 June 2023: Manager Spotlight - Potomac Fund Management

A discussion with Potomac Fund Management about their tactical allocation strategies we utilize for our clients.

Client Appreciation Dinner 2023

Client Appreciation Dinner 2023

April 2023:  Hear from two money managers used in our client portfolios: Kensington Asset Management and Potomac Fund Management. 

Audio Series: Two Sides of the Same Dollar

Audio Series: Two Sides of the Same Dollar

Segment 2 May 2022: Non-Traditional Investment Strategies

A discussion about Cryptocurrencies, NFTs, Meme Stocks, ESG Stocks, and Big Data's impact on investing.

Audio Series: Two Sides of the Same Dollar

Audio Series: Two Sides of the Same Dollar

Segment 1 April 2022: Major Life Changes

A discussion about  major life changes like getting married, divorced, or losing a spouse.