Upcoming Conference Call

Friends & Clients – We will be hosting a conference call next Wednesday the 21st at 1:00pm.

In this call, we will be covering several things:

  • The status of the merger with Minerva Planning Group
  • A review of performance and investment allocation
  • Our opinion on the state of the markets & economy and where we think they are going
  • Question and answer

Contact us for the call-in number and access code.

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