Wealth Management Advanced Planning Updates

Wealth Management Advanced Planning Updates Workshop

In our October workshop our strategic partners explained some of the changes made in Estate Planning, Tax Codes, Insurance, and Investment Planning that have transpired in 2023.

Guest Speakers will include:
Brenda Hunter, CPA of Hunter CPA Group PC
Neal Barnett of Sills, Charboneau and Barnett
Don L. Rosenberg of Barron, Rosenberg, Mayoras & Mayoras
Stephanie Coney of London Consulting and Insurance

Learn what you should do to help protect and grow your family's
Circle of Wealth and leave a lasting legacy.