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Cocktail Party Questions: Are you in the know?

  • 17 Mar 2020
  • 6:00 PM - 8:30 PM
  • North Carolina Faculty Club
  • 13

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James Mosrie-Senior Wealth Planner

Melissa Linn-Senior Wealth Strategist

Wells Fargo Private Bank


The 3 Questions Currently Are:

What might happen as a result of the 2020 elections?

How do I sell my business and pay no tax?

What is this SECURE ACT I keep hearing about?

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