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Category Archives: News & Announcements

Newsletters & Articles

Posted on 2011/09/22 by donna

PDF’s & Newsletters Here you can view our latest newsletters. Click to download and view. 2011 Financial Focus Newsletters PDF – Winter 2011 PDF – Fall 2011 PDF – Summer 2011 PDF – Spring 2011 2010 Financial Focus Newsletters PDF … Continue reading →

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2009 Client Party

Posted on 2009/07/10 by admin

2009 Client Party Photos Continue reading →

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2008 Client Party

Posted on 2008/06/08 by admin

2008 Client Party Photos Continue reading →

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2007 Client Party

Posted on 2007/06/22 by admin

2007 Client Party Photos Continue reading →

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2006 Client Party

Posted on 2006/07/03 by admin

2006 Client Party Photos Continue reading →

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2005 Client Party

Posted on 2005/06/01 by admin

2005 Client Party Photos Continue reading →

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Saturday May 19th, 2012

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R),
Certified Financial Planner™ and CFP(R) in the U.S., which it awards to individuals who successfully
complete initial and ongoing certification requirements.