Join us March 5th for cocktails, hors d’oeuvres, and conversation!

Don’t miss this evening of cocktails and conversation with client advocate, Michael G. Stuart, JD, CPA, and My Personal Bookkeeper. Michael will discuss topics such as creating legacies, estate planning pitfalls, and more. Read Michael’s bio to learn more about his background, with over 37 years of experience in a variety of planning issues. Take this opportunity to socialize over hors d’oeuvres and ask any questions you might have on these topics.

RSVP to Jackie Melinger by February 22nd — save your spot today!