It takes a team of people to help you build wealth & ultimately create a legacy that you can leave behind. We’ve gathered top professionals from the area to put on a 4 part series to share the in’s and out’s of building wealth through long term investing, asset protection and legacy planning. Greg Sherwin will host a panel of professionals to help answer your questions and provide you with the next steps on your investing journey.
Join us for one or all of the upcoming events and enjoy a complimentary wine tasting and hors d'oeuvres from our friends at LaBelle Winery.
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