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Home / Advisor News / July 2024 Professional Advisor Newsletter

July 2024 Professional Advisor Newsletter

Read our July 2024 Professional Advisor Connections newsletter for professional advisors. In this edition, you will learn about the Professional Advisor Honor Roll Luncheon, where we proudly brought back the Gordon R. Gross Award after six years, and meet Marianne Koenig, an attorney and partner with George and Koenig. We also share articles and updates about our recent work.

Click here to read the newsletter.

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