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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 23rd, 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, CFA
Director, 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.