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Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M To submit a request for inclusion or updates on the Financial Advisor FinTech Solutions Map and AdvisorTech Directory, please share information on the solution at the AdvisorTech Map submission form.
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Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financialplanning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users. Read More.
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“MainStreet Chalk Talk” The MainStreet FinancialPlanning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!
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“MainStreet Chalk Talk” The MainStreet FinancialPlanning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!
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