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SEI Group Update

Register Now!

We Invite you to a web event specially designed for our current clients
regarding investments held at SEI Private Trust Company.


When & Where:

August 23th, 2023
6:00PM Pacific Time 

Online Web Event
Register below to receive your unique link to join!

What We Will Cover:

- 2023 Economic Updates
- Market Updates
- Importance of Diversification
- Questions & Answers

SEI Speaker:
Matt Potter

Matt Potter
Director of Investment Services


Register Here!

This is a complimentary, no obligation web event. 

We invite you to share this event with friends who you feel may benefit from the services offered at Chatterton & Associates.
For more information, please call (714) 512-3600.

Check the background of this firm/advisor on FINRA’s BrokerCheck.