Legacy Planning: A Wake-Up Call on Life and Wealth

Unexpected life events can serve as powerful wake-up calls, highlighting the urgent need for financial preparedness. This talk explores foundational steps for building and protecting wealth, empowering you to take control of your financial future today. We'll dive into key strategies for growing wealth while discussing ways to safeguard financial security. Ultimately, true wealth is more than money; it’s the peace of mind and stability that allow us to navigate life’s uncertainties with confidence.

During June’s meeting we will hear from special guest speaker, Gretchen Cliburn, Managing Director at Forvis Mazars, as she covers three key takeaways:

Build a Strong Financial Foundation – Learn how to create a spending plan, prepare for emergencies and manage debt to create long-term stability.

Grow Wealth with Smart Strategies – Discover how to maximize employer benefits, invest tax-efficiently, and contribute meaningfully to your community

Safeguard Your Financial Future – Understand the importance of insurance, estate planning, and making informed financial decisions with professional skepticism