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UPCOMING EVENTS:

  • Young Couples – Having the money conversation, how and why.
    Join us on zoom to set up a process that will strengthen your communication over money and set you up for long term financial success.
  • Professional Networking and Sharing
    Jul 18, 5:30 PM – 7:00 PM
    Carle Place (Office Conference Room), 346 Westbury Ave, Carle Place, NY 11514
    Professional meet up for introduction to shared value-added workshops and seminars.
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