B&C Seminar

One of our goals here at B&C is to find new ways to expand our clients’ financial literacy. This December, we hosted two sessions of our seminar, “Everyone Dies, How Do You Plan for It?” Even though this can be a heavy topic, it is an important one to address. President Jan Butensky, Wealth Advisor Thomas Ellis, AWMA®, and Investment Manager Adam Oerther, CFP®, discussed how to ensure your family’s finances will be taken care of after your passing. Attendees said that the seminar was extremely helpful, and informative, and would highly recommend this seminar to their friends and family. Planning for your family’s financial stability after your parting can be complicated, but we are here to help you prepare.

Do you have a suggestion for our next seminar topic? Want to make sure you get an invitation to our next seminar? Email [email protected] to suggest a topic and join our mailing list.

Related Tag: Comprehensive Financial Planner Florida