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State of the Markets Roundtable:

The calls cover critical events moving markets and provide timely guidance for navigating recession and recovery. They are the second Wednesday of each month in 2024 except for February which is on Thursday, February 15th.

Jan. 10 | Feb. 15 | Mar. 13 | Apr. 10
May 8 | June 12 | July 10 | Aug. 14
Sept. 11 | Oct. 9 | Nov. 13 | Dec. 11

Time: 4:15 p.m. ET | 3:15 p.m. CT | 2:15 p.m. MT | 1:15 p.m. PT Dial-in: 877-601-6604; Contact Heather Gravelle at 704-341-4859 for passcode.


 
Investing with Confidence Workshop Series:
  • Your Self-Assessment in 3 minutes or less
  • Developing Your Game Plan
  • The Fundamentals of Investing
  • A Clear View to Retirement
  • 5 Questions You Should Answer Before you Retire
        Contact Heather Gravelle at (704) 341-4859.





Financial Education 101:

Visit our online educational pieces at
www.wellsfargoadvisors.com/wim/fin-ed/financial-education.htm