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Alpha Wealth Management & Planning, LLC

Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

LPL Financial Form CRS

350 Ignacio Boulevard Suite 105 | Novato, CA 94949 | 415.506.4569

120 Stony Point Rd. Suite 215 | Santa Rosa, CA 95401 | 707.524.7523

info@alphawmp.com

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The registered representatives of Alpha Wealth Management and Planning offer Securities through LPL Financial, Member FINRA/SIPC.

Investment advice offered through Alpha Wealth Management and Planning, a registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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