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2nd Quarter 2018
Not Your Father’s Stock Market
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10/29/2018
WILLIAM L. TRAYLOR III, CFP®
WILLIAM L. TRAYLOR III, CFP®
Sam & Will Attend 2018 Gitterman Sustainable Investing Conference
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The Hourglass Blog

10/29/2018
WILLIAM L. TRAYLOR III, CFP®
WILLIAM L. TRAYLOR III, CFP®
Sam & Will Attend 2018 Gitterman Sustainable Investing Conference
read
06/20/2018
JANE CAIN OGRIZOVICH CFP®, MBA
JANE CAIN OGRIZOVICH CFP®, MBA
Jane & Sam attend Pershing Conference in Orlando, Florida
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05/16/2018
SAM OGRIZOVICH, CFP®
SAM OGRIZOVICH, CFP®
Welcome Erica!
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04/06/2018
WILLIAM L. TRAYLOR III, CFP®
WILLIAM L. TRAYLOR III, CFP®
OFM Wealth Studios
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03/05/2018
JANE CAIN OGRIZOVICH CFP®, MBA
JANE CAIN OGRIZOVICH CFP®, MBA
Sam & Jane Meet with Future Financial Planners from Purdue University
Sam and I were recently invited to Purdue University (my alma mater) to give a presentation to a senior class in the Purdue financial planning degree program and also meet with the student chapter of the Financial Planning Association.
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02/27/2018
CRISTINE MARIK CFA, CFP®
CRISTINE MARIK CFA, CFP®
Alert: Illinois 529 Plan Distributions for K-12 Tuition
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