Generational Wealth & Legacy Brunch: Planning for Tomorrow, Today

Join us for an engaging and informative brunch panel designed to empower families across generations with the knowledge and tools to protect their legacy. This event brings together trusted professionals to discuss critical topics including:

• Long-Term Care Planning: Understanding options, costs, and strategies to preserve assets while ensuring quality care.
• Estate Planning Essentials: Wills, trusts, and legal structures to pass wealth efficiently and securely.
• Generational Wealth Transfer: How to build, protect, and pass on financial strength to future generations.

Whether you're planning for aging parents, your own future, or your children's financial security, this brunch offers valuable insights and actionable steps to help you make informed decisions.

Enjoy a delicious meal, connect with local experts, and leave with clarity and confidence about your family's financial future.

RSVP Required | 

*Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.