Making a Good Life Happen® — the Lunch

Join us for networking, lunch (provided, of course), and an opportunity to learn about our firm’s philosophy, “Making a Good Life Happen” and how it relates to our offers: investment management, financial planning, and career and life coaching. Space is limited, and reservations are required. June 27, 2012, 12 pm to 1:30 pm. For inquiries and/or reservations, email

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