News

Professional advisor newsletter – October 1 of 3

"Clients want to know: What’s deductible and what’s not?" Click here to read full article
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August newsletter

a. August is "National Make-a-Will Month" b. August 26 workshop for Back-to-School Stress & Anxiety c. NEW VolunteerGrundy.com ...
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NEW: Charitable Gift Annuities

Are you over the age of 55, want income that you can't outlive, and want to also be ...
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Summer is a great time for year-end charitable planning

July 1, 2023 Happy July!  We’re now half-way through the year and we hope you will use these ...
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Save the date: – Annual Estate & Charitable Planning Institute

Professional advisors from the region are invited to attend this all-day training on Wednesday, September 27th, that includes ...
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June Professional Advisor Newsletter

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