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Jeffery Holmes, CFP ®️

Jeffery Holmes, CFP ®️

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Past Events

  • Wealth & Wine: Let’s Talk Legacy with D. Watkins

    Stem & Vine
    Sat, 12 Jul

  • Wealth & Wine: Estate Planning for Men

    Stem & Vine
    Sat, 28 Jun

  • Wealth & Wine: Spring Business & Networking Mixer

    Stem & Vine
    Sat, 17 May

  • Wealth & Wine: Smart Retirement Strategies for Entrepreneurs

    Stem & Vine
    Sat, 19 Apr

  • Women, Wine & Wealth: Planning for Our Future Estate

    Stem & Vine
    Sat, 15 Mar

  • For the Love of Taxes

    Stem & Vine
    Sat, 22 Feb
    • View all

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