Join us for our next Event!

Join Attorney Trish and Financial Advisor Sandra for Wine & Wills!

November 11 – 6pm

Ready to learn more about estate and wealth planning? Join us for our FREE Wine & Wills event for parents to learn if you and your family 100% protected from…


  • From probate
  • From long term care costs?
  • From retirement?
  • From family conflict?
Space is VERY LIMITED, so sign up today for a FREE parent’s night out with a wine tasting and hors d’oeuvres!
putt putt and estate planning