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RSVP to lunch at 1921 Mount Dora

“Backstage” at Edgewater

July 28, 2021

Rob Legenhausen

Tax Loss Harvesting

TAKEAWAYS FROM PETER THIEL’S $5 BILLION ROTH IRA

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Orlando Phone: 407-648-1881
Orlando Fax: 407-965-3313
Mt. Dora Phone: 352-385-0073

Headquarters
720 Rugby Street, Suite 200
Orlando, FL 32804

Mt. Dora Office
2025 W Old US Hwy 441
Mt Dora, FL 32757

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Edgewater Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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