Skyscrapers

Connor Holly, CFP®

Financial Advisor

cholly@sagerutty.com

585-512-2342

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Financial Planning 101

Technology and access to information has made it easier than ever to manage your own investment portfolio. This, however, is only one piece of the puzzle. What other aspects of your financial situation could you be ignoring? This seminar will help you identify all the things you didn’t know you didn’t know.