Events

Crafting your own personalized family love letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion. In this webinar our guest speaker from Neuberger Berman discisses how to give this "gift" to your family. 

 

 

How did the election affect your checklist? In this 20-minute “Coffee Talk” session you will learn about 2020 Last-Chance Financial Planning Checklist items that you need to be aware of to prepare for 2021. Follow along with the Last-Chance Checklist below and mark any items that apply to your situation. 

Last-Chance Financial Checklist

 

Get prepared for 2021 with six key planning ideas and action items to help you be in the know about your money and taxes. In this coffee session, Maureen will summarize 2020, share her crystal ball and recommend tax strategies and planning ideas for 2021 to help you navigate the changing world.

2021 Key Financial Data