Changes for Fall Events!


We regret to announce that our plans to meet for our favorite event of the year, OKTOBERFEST, will not be this Saturday, October 22, as we originally had planned.  We are looking for the next available date to hold OKTOBERFEST or another holiday themed gathering for our annual client appreciation event.  We will provide details as soon as possible!

LEGACY WORKSHOP - November 22, 4PM

Join us on  for "Legacy Building" exercises at this special event for our Estate Planners for Life™ members.  We always enjoy working on these fun and meaningful activities with our clients.  We intentionally scheduled this workshop during the week of Thanksgiving, in hopes that our EPFL™ members can bring friends and family from out of town along with them if any are in town visiting for the holiday!