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Upcoming Events

MIDWEST REGION: Michigan - Ann Arbor Monthly Meetup

Jun 5 - Dec 4, (ET)
MIDWEST REGION: Michigan Local Group Virtual Roundtable

Jun 16, 09:30 AM - 10:30 AM (ET)
NEMA REGION: Vermont Local Group Meetup

Jun 18, 08:30 AM - 09:30 AM (ET)
NEMA REGION: Northern New Jersey Local Group Meet Up

Jun 18, 11:45 AM - 01:00 PM (ET)
SOUTH REGION: NC Triangle Local Group Meetup - When Your Money Story Meets Theirs: Strengthening Cli

Jun 23, 09:00 AM - 11:00 AM (ET)

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Recent Shared Files Add

Resume for Internship

17 days ago

Posted in: Houston Study Group
RE: Schwab IRA checkwriting for QCDs - client state ...

29 days ago

Posted in: Open Forum
RE: Schwab IRA checkwriting for QCDs - client state ...

29 days ago

Posted in: Open Forum
RE: Schwab IRA checkwriting for QCDs - client state ...

29 days ago

Posted in: Open Forum

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Most Active Members

Steven Roge
R.W. Roge & Company, Inc.

1452 Points
Andrew Altfest
Altfest Personal Wealth Management
New York, NY

1254 Points
Elizabeth Alf
Clerestory Advisors, Inc.

647 Points
Nick Nauta
Shotwell Rutter Baer

506 Points

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