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For You & Your Family
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Get timely, relevant insight from industry leaders.
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Stay informed and prepared to make wise decisions.
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Feel better empowered to invest in your life.
Upcoming Events
November 21
11:30am - 1:00pm
Description
We’re All Getting Older – Now What? A Family’s Guide to Proactive Planning for Aging Whether you are planning for yourself or planning for a parent, this seminar will give you practical steps to manage the inevitable issues associated with aging. Join Wealthquest advisors Michael Moore and Jenny Burns, our Director of Financial Planning, Megan Hammann, and special guest Cheryl Jeffers as we discuss how to navigate legal and financial issues, serious health diagnoses, living arrangements, and difficult family conversations. You will leave with practical advice and knowledge that will help your family age with purpose and a plan.