On May 14,  Shawna Bieda (Senior Wealth Advisor) was joined by Cheri Brooks (Managing Director, at Neuberger Berman) for an in-depth conversation about how to leave more then just memories to your loved ones and the benefits of strategic legacy planning. 

Request the Legacy Planning Booklet.

*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.