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Seminars
Lunch & Learns or Seminars available at client's/company's request.
Saving & Investing 20/20: A Changing Environment
Tax – Favored Investing: The Update
Additional customized topics available upon request
These seminar presentations are for informational and sales purposes only. Neither Waterside Financial Group, LLC, nor NYLIFE Securities LLC, provide tax, legal or accounting advice. Please consult with your own personal advisors for tax, legal or accounting advice.