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Description

Whether you trust an advisor for 100% of your investing and financial planning or whether you do it all yourself, this group will allow you to explore various investment and financial strategies with other study group members, share your knowledge and experience. Some members will be very knowledgeable while others will be eager to learn. Our goal is to learn about financial topics (e.g., portfolio management, tax planning, investing in stocks, ETFs, etc.). This is not an investment club. Participants are encouraged to do presentations.

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