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Join us for a FREE strategy session on growing your clients’ portfolio while reducing risk.

Wednesday, September 14th 12 P.M. PST

Register Here
Phil Walker Speaker
With Guest Speaker,
Phil Walker

 Vice President of Strategic Partnerships – Retirement Strategies Division and Cornerstone Partner of the National Financial Planners Association.

Safely increase withdrawal rates

Reduce portfolio risk up to 10 times with traditional planning methods

Explore New Strategies

Ideal For 55+ Clients

Explore ways to prevent portfolio liquidation in down market

Earn 2 CE Credits *

*Optional CFP Continuing Education Credits have a cost of $8 per credit

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