Don’t Miss The 13th Annual “Gathering”

Financial, Tax, and Legal Planning for Baby Boomers and Business Owners.
What Now & What’s Next?

“To be the best, learn from the best.” Darren LaCroix”

Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
planning needs.

Fill out my online form.