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
Read More August newsletter
a. August is "National Make-a-Will Month" b. August 26 workshop for Back-to-School Stress & Anxiety c. NEW VolunteerGrundy.com ...
Read More NEW: Charitable Gift Annuities
Are you over the age of 55, want income that you can't outlive, and want to also be ...
Read More 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 ...
Read More 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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