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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 20, 2023

1:00p - 2:00p


Optimize Your Financial World

Bob will share real-life stories, including the cautionary tale of Joe Robbie, who lost his legacy due to inadequate planning. Bob will guide you through the five areas of concern that are crucial for protecting your wealth: preserving your assets, mitigating taxes, protecting your assets from being unjustly taken, transferring your assets to your loved ones, and magnifying your charitable gifts.

Event Registration

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