Join us for wine, cheese, and a bit of education!
Mariah Daniel, Attorney, Daniel Law
Mariah will shed some light on the differences between a will and a trust and explain some of the pitfalls of designating your will as a beneficiary on your accounts.
Roberta Keller, Founder/CEO, Alexis Advisors
Roberta will offer some perspective on how long this bull market is likely to last and explain some of the ideas behind sustainable investing.
2821 Emerywood Parkway (ChildFund building), 5th floor