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Green Wealth Management 1st Annual Retreat

This past weekend, Green Wealth, took the opportunity to work on our business rather than in our business. We hosted a retreat at SkyTop Resort ( and held meetings with support from Charles Schwab, Sanctuary and First Trust. We also had a little fun with a competitive game of Archery Tag! Thanks to all our teammates, spouses and partner firms for making our inaugural retreat such a hit. Looking forward to 2023.