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What We Will Cover: - Product Overview - Offerings for 2025 - Financial Tools and Products This is informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Statements concerning financial market trends are based on current market conditions, which will fluctuate. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. Investment advisory services offered through Bangerter Financial Services, Inc. A state Registered Investment Advisor. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial is independent of CIS, CAM and CIA.