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Focus Financial Inaugural Summit

A dynamic firm-wide event designed for learning, networking, and celebrating achievements.

Matt Scanlon

T. Rowe Price

Matt Scanlon

Regional Investment Consultant – Minnesota
T. Rowe Price

Email: matthew.scanlon@troweprice.com
Phone: 612-655-4738

Presentation and Supplimental Materials

The Power of Social Security – Presentation

Social Security Program Overview

SSAnalyzer™ – Free, top ranked tool for optimizing clients’ Social Security

Capital Appreciation Fund – TRAIX

Capital Appreciation Equity ETF – TCAF

International Equity ETF – TOUS

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ADV Part 2A – Focus Financial Network, Inc.

Advisors associated with Focus Financial Network, Inc. (Focus Financial) may be either (1) registered representatives with, and securities offered through Osaic Wealth, Inc., Member FINRA/SIPC, and investment advisor representatives of Focus Financial; or (2) solely investment advisor representatives of Focus Financial, and not affiliated with Osaic Wealth, Inc. Focus Financial is a federally registered investment advisor offering investment advisory, insurance and financial planning services. Focus Financial may only transact business in your jurisdiction if first registered or excluded or exempted from investment adviser registration requirements. Focus Financial is a separate entity from Osaic Wealth, Inc.

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