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Our speaker, Chris Caldwell, is a founding partner of Highland Trust Partners and Director of Retirement Planning, with nearly three decades of experience in the financial services industry. Holding multiple advanced financial planning credentials, Chris specializes in helping families reduce financial stress, prepare for retirement, and build confidence in their financial future. Known for his practical and approachable style, he enjoys educating clients and audiences on strategies that help align financial decisions with personal goals and long-term success. Don't miss this opportunity to connect with colleagues and take away actionable insights!


Chris Caldwell, 
Highland Trust Partners

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