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Wine & Wills

Sat, Apr 23

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Location is TBD

Keep your family OUT of court and in harmony with your decisions! What exactly do you need to plan for?

Registration is Closed
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Wine & Wills
Wine & Wills

Time & Location

Apr 23, 2022, 11:00 AM – 1:00 PM MDT

Location is TBD

About the Event

This educational event will help you to define the exact planning, both legal and financial, you need to keep your family in harmony with your decisions. You will have plenty of time to meet your group of advisors plus Q&A throughout the workshop.

Schedule


  • 2 hours

    Doors Open

    Banquet Room

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Deborah Eggleston is a Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC. The Partners Group LLC and United Planners are not affiliated.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Currently, investment products and services are available to residents of CO, NC, NE, and UT.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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