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Upcoming Events
We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us!
“Zoom-In” with The Todd Group: Estate Planning – What You Should Know NOW
Tuesday, August 26, 12:00 PM - 1:00 PM
We will discuss and review the following:
- What is Estate Planning?
- Document it!
- Powers of Attorney
- Last Will & Testament
- Trusts
- Next Steps
“Zoom-In” with The Todd Group: Estate Planning – What You Should Know NOW
Tuesday, August 26, 4:30 PM - 5:30 PM
We will discuss and review the following:
- What is Estate Planning?
- Document it!
- Powers of Attorney
- Last Will & Testament
- Trusts
- Next Steps