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Successfully Transferring Wealth to the Next Generation
February 17, 2022 @ 4:30 PM - 5:30 PM
What kind of legacy do you want to leave? This month as we focus on those we love, we hope you’ll join us for an engaging discussion and gain greater insight into planning and communicating a seamless wealth transfer to your heirs that will help create a lasting legacy.
Speaker is Doug Orton, CRPC, vice president, MFS Fund Distributors, Inc. and Judi McAnaw, Financial Advisor, Edward Jones.
