Events Calendar
“The Messy Middle: Financial and Estate Planning in your 30s & 40s”
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“The Messy Middle: Financial and Estate Planning in your 30s & 40s”
November 12 @ 5:30 pm – 7:00 pm

Join Gross McGinley for our November Happy Hour, “The Messy Middle: Financial and Estate Planning in Your 30s & 40s”. This is a free, in-person event designed to unpack the unique challenges of planning for your family, your business, and your future. 🙌 Hosted by Michael Guldin, CFP® and Catherine E. Sears, Esq., this session will offer practical guidance for navigating financial decisions and protecting what matters most. Mark your calendar and RSVP by November 10th by emailing Mike Guldin at guldinm@stifel.com to reserve your seat. Let’s build lasting security together; join the conversation and take your next step with confidence!