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PURSUING GENERATIONAL WEALTH BANNER

GWM TEAM PHOTOMONTAGE

ADV SUPPLEMENT - STACEY BLODGETT + REGINA KOZSAN [ENSEMBLE]

UPDATED 2021 - ADV SUPPLEMENT - STACEY BLODGETT

UPDATED 2022 - ADV SUPPLEMENT - STACEY BLODGETT

UPDATED 2021 - ADV SUPPLEMENT - REGINA KOZSAN

UPDATED 2022 - ADV SUPPLEMENT - REGINA KOZSAN

UPDATED 2021 - ADV SUPPLEMENT - STACEY BLODGETT & REGINA KOZSAN

ADV SUPPLEMENT - CETERA INVESTMENT MANAGEMENT PART 2A + PART 2B

ADV SUPPLEMENT - CETERA ADVISORS - PART 2A

IMPORTANT ACCOUNT INFORMATION WORKSHEET

CARES Act Letter

Preparing Your Finances for a Hardship

Three Predictions 

CAUTION : SCAMS RELATED TO THE COVID-19 OUTBREAK

OPPENHEIMER FUNDS - Identity Theft Brochure

ZOOM FIDELITY WEBINAR

Cetera Advisors - Election 2020

GOLDMAN SACHS - EMPOWER THE LGBT INVESTOR WORKBOOK

FINANCIAL WELLNESS - INSPIRE LASTING FINANCIAL CHANGE

PRUDENTIAL LGBT RESEARCH STUDY

INVEST IN PRIDE - LGBTQ WEALTH + ESTATE + TAX INFO SHEETS

SECURIAN FINANCIAL - FINANCIAL WELLNESS BROCHURE

GWM TEAM PHOTOMONTAGE

FINANCIAL PLANNING WORKBOOK

Documentation Checklist

Expenses + Household Budget Worksheet

GETTING STARTED WITH ADVICEWORKS

GETTING STARTED WITH NETXINVESTOR

Risk Tolerance Questionnaire

MENU OF SERVICES

PURSUE YOUR GOAL

GET TO KNOW THE TEAM

REVISED 2022 - GET TO KNOW THE TEAM - BIO SHEETS

THE FINEST COMPLIMENT WE CAN RECEIVE

ORGANIZING YOUR FINANCIAL RECORDS

Personal Profile Worksheet

PASSWORD JOURNAL

THINGS TO CONSIDER BEFORE MAKING AN IRA ROLLOVER

SEVEN POINT FINANCIAL WELLNESS CHECKUP TO INSPIRE LASTING FINANCIAL CHANGE

FIVE ESTATE CONSIDERATIONS FOR THE LGBTQ+ COMMUNITY

5 RETIREMENT MISTAKES SMALL BUSINESS OWNERS MAKE

59 AND A HALF - WHY IS THIS AGE SO IMPORTANT

COMMON TAX ERRORS

INSURED AT EVERY STAGE - GETTING MARRIED

INSURED AT EVERY STAGE - RAISING A FAMILY

INSURED AT EVERY STAGE - STARTING OUT

INSURED AT EVERY STAGE - THE GOLDEN YEARS

PREPARING FOR A SATISFYING RETIREMENT

SEVEN PRINCIPLES OF LONG-TERM INVESTING

THE GREAT SPENDING BALANCE

TIMELESS PRINCIPLES OF INVESTING

UNDERSTANDING YOUR ESTATE

UNLOCKING THE TREASURES TO FINANCIAL WELLNESS

DONT PANIC

CRS FORM

ANNUITY WORKSHEET [PDF]

ANNUITY WORKSHEET [WORD DOC]

AMERICAN FUNDS - HOW TO HANDLE MARKET DECLINES

CETERA COMMENTARY - MARKET UNCERTAINTY RISES

HARLOWE HEALTH RETIREMENT PLAN - PARTICIPANT LETTER

404A-5 PLAN AND INVESTMENT NOTICE

WELCOME TO JOHN HANCOCK - YOUR NEW RETIREMENT PLAN PROVIDER

COLLEGE SAVINGS INVESTMENT - CONTRIBUTION CERTIFICATE [BOY]

COLLEGE SAVINGS INVESTMENT - CONTRIBUTION CERTIFICATE [GIRL]

REVISED 2022 - CONTACT PAGE - PHOTOMONTAGE

ADMINISTRATIVE ASSISTANT

IMPORTANT DISCLOSURES

JOHN HANCOCK - MEDICARE: QUESTIONS AND ANSWERS

CETERA ADVISORS - BUSINESS CONTINUITY PLAN SUMMARY

TAX PREP CHECKLIST