27 March
Helping Families Successfully Transfer Wealth


What does wealth mean to you?

Passing on wealth goes beyond transferring the value of an account - it's about passing along your important family values. Having these conversations before a life event occurs can have a profound impact your family's financial future and the values you hold dear and share together.

The ultimate goal is to create a legacy plan that aligns with your family's values, nurtures open communication, and ensures a secure and harmonious financial future for generations to come.

We invite you to join us for our virtual event to learn more.


Date and Time

Wed, Mar 27, 2024

4:00p - 5:00p EST




Event Registration