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