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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!

Mature couple looking over finances at home

“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

Click here to register!

“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

Click here to register!