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Upcoming Webinar


Beyond Estate Planning: How to Leave Your Greatest Legacy

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What would happen to your loved ones if something should happen to you? Would they have a process to follow or would their world be engulfed in chaos and conflict? In today’s complex world, the process of preparing your family for an uncertain future is more challenging than ever. Join Rick Fletcher, CFP® at noon on Monday, May 22 for a virtual Lunch & Learn presentation on Legacy Planning.

Legacy Planning follows a logical progression. This is a comprehensive program to facilitate clarity, reduce stress, and minimize conflicts after your incapacity or death. Most important, it helps you create the ultimate legacy: Your family’s peace of mind. Legacy Planning is a dynamic process that is not hard you just have to get started.

To attend, register at: 


After registering, you will receive a confirmation email containing information about joining the webinar. Participants can also use their telephone or computer mic & speakers (VoIP): United States +1 (562) 247-8422, Access Code 816-672-899.

We look forward to seeing you on Monday, May 22. As always, we thank you for your loyalty and support. If you have any questions, please call us at 410-893-0560.


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