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The Advisory Group:
Navigating Your Financial Future

TAG Educational Videos

Below are links to recordings of our webinars, they will take you to our YouTube!

Investor Update - Quarter 1 (Published April 2022)

Leveraging Technology (Published March 2022)

Welcome to 2022 (published February 2022)

Year End Tax Planning 2021 (Published November 2021)

Economic and Market Update 2021 Q3 (Published November 2021)

TAG Healthcare in Retirement (Published September 2021)

TAG Mid Year Economic Update (Published July 2021)

Pyramid of Success (Published May 2021)

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck.

Registered Representatives may only discuss and/or transact securities business with residents of the states they are licensed in.  For information concerning the licensure status or disciplinary history of a Broker/Dealer, Investment Advisor, Broker/Dealer agent or Investment Advisory Representative, a consumer should contact his or her state's securities law administrator.


Securities and investment advisory services offered through FSC Securities Corporation, member FINRA and SIPC.


Additional investment advisory services offered through The Advisory Group, a Registered Investment Advisor not affiliated with FSC Securities Corporation.


Real estate and additional insurance services may also be offered and are independent of FSC Securities Corporation.


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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck