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