in rooms 7 & 8
Quarterly educational offering with Marie Burns CFP and author of Leave a legacy, not a mess.
Discover how to avoid probate as well as the most common estate planning mistakes. Learn ways to be charitable no matter what your situation. Leave with your own essential checklist to get financially organized, update your documents, and have peace of mind that your wishes will be carried out. As a Christian, Marie also discusses being a good steward with our gifts from God.
Please RSVP to Vicki McAllister at 602-397-3708.