Building and preserving wealth together.

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Reminder! Make sure to join us for Tuesday morning's call!
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Join us tomorrow morning for our weekly Google Hangout where my guest will be David Thomas, Director of Tax & Estate Planning.  David will be having a discussion on Corporate insurance policies focusing on "Key Man Insurance" and "Buy-Sell" funding.  Who fits this category?  How should you structure this insurance?  Join us and bring your questions.

Tuesday, March 23, 9:00am-10:00am (PST)

Join with Google Meet (Copy the link to Google Chrome):

https://meet.google.com/bkb-jygu-vre

To join by phone only: +1 289-949-1550  PIN: 165 770 193# 

Look forward to seeing you.