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Seminars/Events

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· Thursday Advisor Roundtable
Thursday Advisor Roundtable
Time: 4:00 pm -to- 5:30 pm
Protecting the Bond between the Referred and the Referrer
Jeff Hanson, CFM, CSNA
First Vice President – Investments
Financial Advisor - Portfolio Manager
Merrill Lynch Wealth Management
Refreshments Served

Walnut Creek, CA


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