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Upcoming Events

A Shifting Economic Landscape
Leaders across financial disciplines will host an array of talks tailored to the specific needs of investors and their families as they maneuver through a complex world of politics, investing, taxes, and legacy during the years leading up to and into retirement.
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A Shifting Economic Landscape

Wednesday, January 26th, 3-6 pm, Orange County’s premier wealth management conference is back in person. South Coast is excited to introduce several new partners and guest speakers for this live event. Seating is limited and available to South Coast clients and their guests. The event will also be streaming online and available to the general public…
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