Legacy Planning Session RESCHEDULED for Thurs, Feb 28

Citi Build 2018

We are excited that our Legacy Planing Session has been quickly rescheduled! Join us on Thursday, February 28 at 6 pm. Dinner will be provided. Please RSVP, if you’re interested in attending. Thank you!

Our friend and colleague, Lindsay Harris, JD of Harris Law & Trust, will talk about ways to maximize your retirement savings, avoid common will and trust mistakes, and leave a lasting legacy for your loved ones.