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Daisy Reese

Daisy Reese is the Marketing and Education Director at Insight Financial Group that offers consultation on socially responsible investments, asset allocation, and retirement and estate planning. As a Licensed Clinical Social Worker with an active private practice of psychotherapy, she understands the impact of emotional issues on financial management. Ms. Reese’s new book with co-author Peter Cole, True Self, True Wealth: A Pathway to Prosperity will be published in October 2007. 


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thank you for attending the

the 19th Annual PBWC san francisco Conference: "Across the generations"

April 29, 2008     Moscone Center

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Presenting Sponsor
The Golden 1 Credit Union