Upcoming Events

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Pints & Portfolios

December 6 Pints and Portfolios

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Strategic Wealth Management & Retirement Planning

Graphic for January 15 Rob, Chad, Ryan Event at Palo Alto Elks Lodge

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BellevueWA

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"Most Americans are clueless about managing their debt and basic expenses, let alone getting to retirement. Don’t work until the day you die. Be smart and get on top of your money matters."
— Rob Black

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