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Event Date Tue Jan 18 EST (4 days ago)
Location Webinar
Region All

It’s time to think about organizing your finances and preparing for the year ahead. Financial advisor Rick Bloom will review the fundamentals of personal finances and investing, and the steps you can take to ensure that you’re set up for success. This program is for anyone looking to become more involved in their finances and to learn tips and tricks from an expert in the industry.


2022 Speakers

Rick Bloom
Partner, Attorney, Certified Public Accountant and Financial Advisor