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Upcoming Events

We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us! To register for an in-person event, e-mail [email protected] or call (704) 554-6039. To register for a virtual event, simply click the link below. Upon registration, the event details will immediately be e-mailed to you, and you will receive a 1-hour reminder e-mail on the day of the event.  Contact Christine Parks if you have any questions.