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Experts at Work:

Meet the Lawyer Day


For Heritage Group members

Financial advisor reviewing report with man

These 1:1 sessions are designed to follow the Estate Planning class, allowing participant to sit with an Lawyer. Participants will have learned in the class what they should prepare and bring with them so that the time spent will be productive.  Attendees will leave the session with a solid plan in place.


Monroe Conference Room

This workplace workshop is open to employees of Heritage Group. If you are interested in hosting this workshop at your organization, contact your Elements Relationship Manager today.