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What’s Next? Investment Update and Top Year-End Financial Planning Ideas Slides Request

Would you like the presentation slides from our “What’s Next? Investment Update and Top Year-End Financial Planning Ideas” webinar?

On November 19, CBM hosted a post-election investment and year-end financial planning update webinar. As a courtesy, the firm would like to make the presentation slides available to you. If you would like a copy, please complete the form below. If you don’t receive the slides, please check your junk mail folder.