Surrounding Yourself with the Right Advisors | Tuesday, July 25 | 9:00 - 10:00 AM | Legacy Foundation

Donor Learning Series:

We are pleased to offer the Donor Learning Series as a service to those who have supported Legacy Foundation. Select to join us for one session or the full series. The sessions are free to attend. You’ll receive expert advice from local advisors at no cost!

 

SESSION #2: SURROUNDING YOURSELF WITH THE RIGHT ADVISORS

There are many types of advisors—tax preparer, attorney, insurance expert, money manager. This session will help you understand which advisor is right for you and when.

This session will be led by Nancy Clifford, CLU and ChFC. Nancy has over 30 years' of experience as an advisor.



Start Date :
2017-07-25 9:00 AM
End Date & Time :
2017-07-25 10:00 AM

Booking Start Date :
2017-06-15
Booking End Date :
2017-07-24
 

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Event Location : Legacy Foundation Inc, Merrillville, IN, United States

 


Title Price Available
Donor Learning Series: Session 2  $  0.00 18/30