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Legacy by Design: Tailored Estate Planning for people with Children

Join Amy Jamrog, CFP® and Kathryn Wakefield, JD, CLU® for an educational session on building a strong financial plan that preserves both your family's legacy and your retirement. Discover key elements such as tax-efficient wealth transfer strategies, smart asset protection, and effective family legacy communication that help you secure your children's future without sacrificing your own financial security.

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May 14

Money Matters in Divorce: A Session For attorneys, accountants & mediators

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June 4

Legacy Redefined: Innovative Estate Planning for People Without Children