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Leaving a Legacy Webinar
What's your legacy? Do you have a plan in place to leave instructions to and provide for those you leave behind?

Join us as Dee Kerr, CFP® shares essential steps to take when planning your legacy!

Feb 22, 2022 02:00 PM in Eastern Time (US and Canada)

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Dee Kerr, CFP®
Senior Financial Advisor
A resident of Central Texas for over 30 years, Dee is passionate for helping individuals and families in her community plan and save for the future. She draws from her 20+ years of experience and continuing education when offering investment advice and financial planning services tailored to her client’s needs.