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Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

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Events

Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey

This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:

Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

Key Takeaways:

• How financial planning impacts long-term security

• What to expect at different life stages

• Real-life scenarios and practical tools

• How to guide others on this journey

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

• Managing tax benefits while supporting the causes that matter most to you

• Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy

• Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities

• Tax-related considerations when donating appreciated assets such as stock or real estate

• How charitable giving can align with your long-term planning objectives

Who should attend:

Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Planning for Life’s Big Moments

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships

• Managing divorce or remarriage

• Planning for education and major purchases

• Preparing for retirement and healthcare needs

• Caring for aging loved ones

• Creating a lasting legacy

Why it matters:

Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:

Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

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Are you protecting what matters most?

To achieve your financial goals and preserve your assets, it’s important to prepare for the unexpected. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you can feel better knowing you are protecting yourself and your loved ones.