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Client Event: November 15th 2024 Open House

November 15, 2024

A big THANK YOU to everyone who joined us last Friday for our Open House! We loved seeing all of you, catching up, and sharing a great time together.

Extra shoutout to our guest speaker, Andy Kaiser, Esq., from The Kaiser Law Firm, P.C. Andy wowed us with his expertise in asset protection, estate planning, and all things wealth transfer. 

We’re already looking forward to the next event, so stay tuned for more opportunities to connect, learn, and have fun. Thanks again for making the day so special!