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    Wallace Financial Seminars

    At Wallace Financial, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as Social Security optimization, retirement income strategies, tax minimization and asset protection. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

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    The "10 Things to Know About Planning Your Retirement Income" report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.