Connection Series: Planning with a Purpose: Smart Ways to Support What Matters Most

Planning for the future doesn't have to be overwhelming. Join us for an educational session focused on basic financial and estate planning tools that ensure your wishes are honored and provide peace of mind for your loved ones - while supporting causes close to your heart. This interactive session is designed to inform, empower, and help you make meaningful steps toward creating a plan that secures your future. Questions are welcome and refreshments will be provided. Speakers: Trevor Gray, Partner and Financial Advisor with Kingsview Partners Ray Judici, VP in Trust and Wealth management with National Bank RSVP to Dominique at 540-443-3406