As a part of our commitment to our clients, we feature a series of events throughout the year which focus on celebrating our clients and increasing their financial knowledge.
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Estate Planning Seminar
Sep 13, 2017 07:00 PM - 08:30 PM Mountain Daylight Time
Estate and Legacy Planning can be a difficult topic to discuss. However, not having the conversation isn’t the answer. Failing to create a legacy plan can leave a grieving family with economic and legal issues that make a difficult situation even harder.
We will be hosting a series of seminars related to Estate planning, featuring Shannon Ward of Shannon K. Ward Professional Corporation. Shannon will discuss important factors to consider in Estate Planning and will work through the benefits of planning ahead.
We strongly encourage bringing those who will be named as your executors with you, as their role is critical in executing your final wishes.
Please RSVP by September 7, 2017 by contacting our office by phone or by emailing Zobi at email@example.com.
Open House - October 20, 2016
Oct 20, 2016 07:00 PM - 09:00 PM Mountain Daylight Time
Our last open house was a huge success, so we have decided to host another event to celebrate our clients and to invite potential clients to join us. Wine and snacks will be served. If you or someone you know would be interested in attending please RSVP below. Feel free to bring friends and family to the event!
Please let us know if you have a seminar you would like to attend! Fill out the form below and let us know of a few topics you would like to know more about.
Please give us an idea of what you would like to learn at this event.*Required fields