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CA United States

October 2021

Oct 14th General Meeting

October 14 @ 7:30 am - 9:00 am
Zoom CA United States

Speaker:  Phillip Ferraro Topic: Cyber Security Awareness for You and Your Firm Cybersecurity Awareness This engaging session will focus on cybersecurity, fraud trends and best practices that can be put in place to help you better protect yourself, your family and your firm.  While it might be a bit scary, you will walk away with practical tips and changes you can implement yourself. About our Speaker: Phillip Ferraro is a Managing Director for J.P. Morgan Asset & Wealth Management (AWM).…

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November 2021

Nov 11th General Meeting

November 11 @ 7:30 am - 9:00 am
Zoom CA United States

Speaker:  Andy Katzenstein Topic:  Tax Update

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