MARCH 23
What is a family love letter - and why should I have one?
4:30pm-5:30pm
Montrose Library
Meeting Room
Co-hosted by:
Todd Heasty
Associate Wealth Advisor
JUNE 08
After death of a spouse or partner - now what?
4:30pm - 5:30pm
Montrose Police Station
Meeting Room
Co-hosted by:
Michael Murphy
Wealth Advisor
AUGUST 24
Financial wellness for women.
4:30pm - 5:30pm
Montrose Police Station
Meeting Room
Co-hosted by:
Betty Tomlinson
Wealth Manager
NOVEMBER 16
Year-end estate and financial planning checkup - made easy.
4:30pm - 5:30pm
Montrose Police Station
Meeting Room
Co-hosted by:
Kyle Kyburz
Wealth Advisor