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Client's Corner

Can you believe half of 2019 is in the books?

I cover a lot in this update including highlights from my trip to Phoenix for Pershing’s INSITE 2019 conference, an investment strategy update, and a preview of some client experience enhancements for the third quarter. 

Enjoy!

Dominique Henderson, CFP®

This Month's Video

Here are some highlights from Pershing’s INSITE conference…see if you notice a familiar face around minute 4!

When you click the picture you'll be taken to another site to play the video.
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