THINK IT’S TOO LATE FOR A FINANCIAL PLAN?
We Have a Brunch To Talk About.

Where: East Ridge at Cutler Bay
When: Thursday, March 7 | 10 a.m.

Presented by Dr. Joseph Webb III, CRFA, CLTC, Registered Principal – Profit Planners Management Group

Join us for a delicious brunch as Dr. Joseph Webb discusses estate planning, including types of trusts, why planning makes sense, and possible scenarios for those who fail to plan.

Don’t have a plan yet?
Dr. Webb will help you get started.

RSVP by Thursday, February 29.

RSVP

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