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Wine & Cheese Night: Wills, Trusts, and Bull Markets

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Join us for wine, cheese, and a bit of education!

Speakers:

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.

Location:

2821 Emerywood Parkway (ChildFund building), 5th floor