Scott and Rick had a fun time at the Generations Magazine 2025 Aging In Place Workshop on Saturday, August 2, 2025. It was a great opportunity to connect with people who may benefit from our Wealth Management services. In addition, they had the opportunity to network with other financial professionals who provide valuable services our clients need. This was the second time our company has sponsored a booth at the Workshop. We look forward to continuing our support of Generations Magazine in the future.
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