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Summer 2022 Financial Educational Series

Protect What Matters Most

Our Goal

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Our goal is to help you prepare for life's unexpected surprises.

 

A way to ensure you protect your plans and promises is to identify what you value most, then build a plan to safeguard against the unexpected. 

July
Keynote

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Hear from New York Times bestselling author Daniel Pink as he shares insightful methods for how to live 'the good life' by understanding the power of regret.

August Workshops

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 Next, attend workshops that will provide practical strategies to transfer property across generations, to build a prosperous legacy, and to protect yourself against identity theft and cybercrime.

Event Resources

The Surprising Path to the Good Life
July 26, 2022

Join New York Times bestselling author Daniel Pink as he shares insightful methods for how to live 'the good life' by understanding the power of regret.

Transferring Property Across Generations
August 2, 2022

Find out how to create a transition strategy that's equitable to everyone and maintains family harmony.

Your Goals. 

Our Guidance.

Our financial advisors work with you to create a personalized strategy and support you with ongoing planning, so you can move toward achieving your goals, regardless of your starting point.

Untold Rules for 
Prosperity and Legacy
August 4, 2022

Learn how to build, protect, leverage and pass on assets, as well as how we can thrive individually and collectively to create financial stability for all.

Your Goals. 

Our Guidance.

Simple Safeguards:
How to Stay Safe From Identity Theft and Cybercrime 
August 9, 2022

Our financial advisors work with you to create a personalized strategy and support you with ongoing planning so you can move toward achieving your goals, no matter where you’re starting from.

Learn how to prevent threats involving identity theft, cyber fraud, social networking scams, tax refund fraud, and payment fraud.

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