Portfolio Advisors Blog

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Portfolio Advisors to Host Speakers Forum & Reception

Featured speakers include Dimensional Funds Vice President Weston Wellington presenting his topic, "Redefining Investment Advice."  Also, Dale de Goede,  Attorney at Law, will present his topic, "Top Ten Estate Planning Tips."   The Forum will be held on October 6th at 5:30 p.m. in the University Business Center at California State University, Fresno.  Please see invitation and speaker bio for further details.

Event Invitation.pdf

Event Speaker Bios.pdf

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