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January 20, 2023

January is well underway, and as we recover from the busyness of the holidays, we can sometimes find ourselves looking for that "what's next" in life. If you can relate, then look not further! Mark your calendars and save a time for our upcoming Wednesday Webinar series on February 25th at 5:30 PM. Roxanne will be hosting an informative and insightful look at how you can make the most of preparing for retirement. 

If you - or someone you know - are thinking about preparing for retirement, be sure to take advantage of this free resource to make sure you are on the right track. 

Some of the topics covered range from...planning for where you will live...planning for your family...old 401k money...and more. What you don't know can hurt you.

Make plans to Register using this link or by clicking on the image below.

Are you currently looking for help defining your goals or putting a plan in place?

Experience the difference a Certified Financial Planner can make.

I'm here to help. Reach out and get started.

Email Roxanne directly -