Developing a legacy plan can ensure your wishes are fulfilled and give you peace of mind in retirement. Join us Thursday, October 26th at Noon for a complimentary Lunch & Learn led by attorney Charlie Bottenberg. This is an excellent opportunity to hear directly from an estate planning professional about the difference between a will and a trust, the advantage of a financial or medical power of attorney, the ins and outs of revocable trusts, and more.

Charlie will be taking your questions at the end of his presentation. You can also enjoy a complimentary lunch inside the Merkle Media Room.