Celebrating 60 Years of Service

Financial Wellness Breakfast & Brew: 

"Top Financial Challenges:
Asset Preservation”

When talking to children or grandchildren about money and your family’s assets, you may be wondering what to say and when to say it. You may want your children to be ready to carry your wealth forward but also want them to have strong values and a perspective of their own. At this seminar, you’ll learn to help your family earn, save, spend and give responsibly. This presentation will be split into four different parts:
1) Start Early, 2) How to Prepare, 3) The Money Talk, and 4) Resources.