We are bringing in the best to provide you with an update on the Mortgage Industry, walk through best practices on financial planning, and take you on a deeper dive into Estate Planning, including Revocable Trusts, Wills, Powers-of-Attorney, and Advance Health Directives.

Whether you are looking for a mortgage strategy, want to put a retirement plan in place, or just want to learn more about Trusts…This is the perfect setting.