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The top money trends, the headlines and the key financial fundamentals — all in an open forum. At our live events, we want to share — and discuss — vital information with our clients and our community.

Find the next live event or webinar that works with your schedule and your areas of interest.

May 9
Retirement Tax Strategies for 2024
12:00 pm | Chapel Hill Library 100 Library Dr. Meeting Room A
Chapel Hill, NC 27514 United States
May 16
NASA Exclusive Event* Early Career Checklist and Money Management
1:00 pm | on-site
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