Test Financial Seminar

Test Financial Seminar


Date & Time

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

Add Event


Location:

900 Pendleton Street, Suite 200
Greenville, South Carolina 29601

Map


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.

Register Now


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.

READ MORE

multi-family office

Managing estates, trusts and generations.

READ MORE

widowed or divorced?

Financial planning when life shifts.

READ MORE

widowed or divorced?

Financial planning when life shifts.

READ MORE

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®

LET'S GET STARTED

contact

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?

Please enter your name
Please enter a valid email address
Please enter your ten digit phone number
I WOULD LIKE HELP WITH

Error Message