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Annual Spring Client MeetingAbout this Event
Topics:
- Economic & Market Update
- Does a Roth Conversion Make Sense for You?
- Financial Planning for Long-Term Care
Meeting begins promptly at 11:00 a.m., lunch to follow.
Friends and family members welcome.
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Event Venue & Nearby Stays
Stafford's Perry Hotel, 100 Lewis Street, Petoskey, United States
Tickets