Purposeful Investing

Date: Wednesday, October 4, 2017
Time: 11:45am - 1:00pm
Location: Riverside Country Club Provo
Speaker: John L. Unice, CFP®

Younger clients are expecting their money to do more than earn a financial return. Join us as we discuss key strategies and new developments that will help your clients effectively blend traditional investing with philanthropy and social enterprise.

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