Test Financial Seminar

Test Financial Seminar


Date & Time

November 20th 2023
11:00 AM - 1:00 PM

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Location:

900 Pendleton Street, Suite 200
Greenville, South Carolina 29601

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We are hosting a financial planning seminar for our clients, free of charge. In this class, we will be discussing the following topics:

  • Which Investments are Right for Me?
  • What is a Mutual Fund?
  • How Much Should my Family Invest?

These classes are great for those new to the finance/investment world. Please follow the link below to register.

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services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

multi-family office

Managing estates, trusts and generations.

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multi-family office

Managing estates, trusts and generations.

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widowed or divorced?

Financial planning when life shifts.

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widowed or divorced?

Financial planning when life shifts.

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Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®

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Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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