Broker Check

Market Update & Tax Planning

Market Update & Tax Planning

Wednesday, January 13, 2021

12:00p - 1:00p PST



Julia M. Carlson, CEO and Founder, Chandran Rajaratnam, President, and Jason H. Harris, CFP®, Vice President, will be hosting our first educational webinar of the year. They will share an exciting announcement about our new east coast location, introduce our new team members, provide a market update, and discuss tax planning.

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