How Not to Screw Up Your Finances – Estate Planning!

August 1, 2018

Our next “How Not to Screw Up Your Finances” presentation is coming up on Thursday, August 23rd, 2018.

Estate Planning is the topic for this talk, given by Doug Lindsey CFP of MGM, LLC.

Don’t let estate planning hang over you like a dark cloud.  Find the silver linings with the best advice from an all-star financial planner. Learn how to make the best decisions for yourself and your loved ones, even if you have trouble differentiating an IRA from a Roth IRA.

Of course, Cathie Tardy MBA, CPA, CVA, CGMA will also attend to answer questions from her perspective as a CPA as well.

If you’re interested in attending, please email us at to RSVP.