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Handshake  Advisor Newsletters

To review past newsletters, please select from the issues below. If you have questions or would like to suggest a future newsletter topic, please send an email to newsletters@julyservices.com.

 
January 2017
January 2017

Thank you for providing us with the opportunity to serv ..

November 2016
November 2016

Thank you for providing us with the opportunity to serv ..

June 2016
June 2016

While the fiduciary rules have been finalized by the DO ..

March 2016
March 2016

Thank you for providing us with the opportunity to serv ..

November 2015
November 2015

Thank you for providing us with the opportunity to serv ..

June 2015
June 2015

Thank you for providing us with the opportunity to serv ..

February 2015
February 2015

Thank you for providing us with the opportunity to serv ..