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Date/Time
Date(s) - 02/09/2021
3:00 pm - 4:30 pm
Categories
Panel: Greg Friedman, Co-Founder and CEO, Private Ocean
Eric Swensen, Principal, Vista Wealth Management
Tom Tracy, Chief Client Officer and a Member of the Executive Committee, Aspiriant
Moderator: Leigh Shimamoto, JD, CFP®, Wealth Architects