Waller Financial's Quarterly Legacy Press Newsletter - Summer edition


Every quarter, we provide you with our financial planning newsletter, written by our Certified Financial Planners, to keep you updated and informed.


Legacy Press Summer 2016 Newsletter


What is in the Legacy Press — Summer Edition:

  • Why succession planning is a must-have
  • Chris Olsgard discusses how philanthropy has impacted him professionally & personally
  • What you need to know before becoming a board member
  • Make a Difference Day: event details
  • News: two of our partners won awards!


As always, please call or email us if you have any questions or having problems accessing the Legacy Press.


P: 614-457-7026

E: info@waller.com