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Lunch & Learn: Annual Review

2019 was a volatile year for the stock market, and many investors shifted into lower risk strategies. The tax advantages caused by the Trump administration also saw many investors moving out of qualified accounts into Roth IRAs or non-qualified accounts. Join us as we review 2019 and discuss our predictions and projections for the new year.

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A happy senior couple calculating their finances in a beautiful home.


January 15



9725 Cogdil Road, Ste 101
Knoxville, TN 37932


11:00 am