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Client Gratitude Event

As we approach Thanksgiving, we want to express our sincere appreciation to all of our clients who have allowed us to be a part of your lives in helping you plan for the most important things for your future and your families.

Please join us on Saturday, November 18th anytime from 12-3 pm for an afternoon of food (fresh Taco cart and more), games, and giveaways on the San Diego harbor coast.  More details will be sent via email, but save the date now.  Look forward to seeing you there!

Earlier Event: November 7
Dave Ramsey's Smart Money