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  • Published Date

    September 17, 2020
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WELLS Advisors FARGO Not sure where to start in these changing times? We can help. This pandemic has resulted in fluctuating financial markets and challenging business environments, impacting many families' personal and household finances. Some families' lives have changed dramatically. Whether you are reviewing your current plan or are considering retirement planning, we believe a year-end review has never been more important. Our wealth management team is standing by to provide you with guidance and knowledge to help you refocus on financial preparedness. Our team, including Senior Vice President - Investment Officer Elle Swart, CFP, and Senior Vice President - Investment Officer Derek Hahn, is standing by to help guide you through a year-end check-up with knowledge, experience and understanding. Call us for a complimentary year-end planning checklist. Elle Swart, CFP", Senior Vice President -Investment Officer Derek Hahn, Senior Vice President - Investment Officer Stacey Renn, Financial Advisor Renee Kellogg. Registered Client Associate 400 Midland Court, Suite 103 . Janesville, WI 53546 608-758-5310 . wellsfargoadvisors.com Investment and Insurance Products: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value Wels Farge Advisors hatrade name used by Wels fargo Clearing Servicn, LLC Member SPC, aegstered broket dealer and noe bank aate of Wes Fargo Company. CAR-ORO-0340) WELLS Advisors FARGO Not sure where to start in these changing times? We can help. This pandemic has resulted in fluctuating financial markets and challenging business environments, impacting many families' personal and household finances. Some families' lives have changed dramatically. Whether you are reviewing your current plan or are considering retirement planning, we believe a year-end review has never been more important. Our wealth management team is standing by to provide you with guidance and knowledge to help you refocus on financial preparedness. Our team, including Senior Vice President - Investment Officer Elle Swart, CFP, and Senior Vice President - Investment Officer Derek Hahn, is standing by to help guide you through a year-end check-up with knowledge, experience and understanding. Call us for a complimentary year-end planning checklist. Elle Swart, CFP", Senior Vice President -Investment Officer Derek Hahn, Senior Vice President - Investment Officer Stacey Renn, Financial Advisor Renee Kellogg. Registered Client Associate 400 Midland Court, Suite 103 . Janesville, WI 53546 608-758-5310 . wellsfargoadvisors.com Investment and Insurance Products: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value Wels Farge Advisors hatrade name used by Wels fargo Clearing Servicn, LLC Member SPC, aegstered broket dealer and noe bank aate of Wes Fargo Company. CAR-ORO-0340)