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Join the Ballast advisors for a live discussion once a month – join the video anonymously, but feel free to ask questions and chime in!
Tuesday at 4:00 PM.
#1: Tuesday, July 14 - Mid Year Market Update
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#2: Tuesday, August 12 - 100 Year Family Wealth Plan
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#3: Tuesday, September 16: Tax Optimization of Charitable Giving
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859.226.0625
info@ballastplan.com
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400 E. Vine Street, Suite 400
Lexington, KY 40507
