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Green Wealth Management Group held their 2nd Annual Business Meeting and Employee Retreat in New York City

The day was filled with guest speakers from Charles Schwab, Richard Bernstein Advisors, and First Eagle Investments. The team was also presented with a Kolbe Index A assessment presentation to help us identify our individual strengths. The following day, we climbed the summit at One Vanderbilt to experience new heights together. Looking forward to 2024!!

Green Wealth Management Group 2nd Annual Business Meeting