Event RSVP Name* First Last Phone*Email* Coffee MeetingsSave the date for our next informal gathering to discuss financial topics, current events, the economy, and investing. Time: 9:00am-10:00am Location: ZOOM Virtual Meeting Wednesday, January 27, 2021 - Market Update Financial Focus MeetingsSave the date for our next Financial Focus meeting. Time: 12:00pm - 1:00pm Location: Virtual ZOOM Meeting Thursday, January 14, 2021 Investment Accounts & Portfolio Management. What do I own and what types of portfolio management exist? Additional GuestsPlease list the names of all guests attending with you, if any.
