27 March
Helping Families Successfully Transfer Wealth

Description

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 on 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.

MFS Investment Management, Emily Dupre, Covenant Wealth Strategies and LPL Financial are separate entities.

Date and Time

Wed, Mar 27, 2024

4:00p - 5:00p EST

Location

Zoom

PT1H

Event Registration