This Month in Banking

Wealth Management – Opportunities and Challenges in 2022

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Wealth Management – Opportunities and Challenges in 2022

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

Jeff Marsico, President, The Kafafian Group, Inc.

Andrew Rietz, Vice President, The Kafafian Group, Inc.

Guest - Valerie O. Murray, CFP, President, Beacon Trust

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This Month in BankingBy The Kafafian Group, Inc.
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