Thank you for attending the Roundtable.

We are so glad you were able to attend and we hope you came away with some strategy to grow and secure your net worth in 2022.

If you’d like you be contacted by any of our speakers or if you have additional questions, please complete the form below and they will follow-up directly.

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Roundtable Speakers

We're all ears


Your thoughts on the roundtable would be highly welcomed. Please take a few moments to complete our short survey so that we can continue to enhance our roundtable experience.

Luxury Home

Private Client Group

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Small business owners couple

Insurance for my business

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Portrait of happy female real estate agent.

Real Estate Professionals

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