
Join Your SB Team for an interactive Seminar diving deeper into Senior Financial Planning, Senior Insurance and Selling in today’s market.
Liz Saghi works closely with clients and utilizes a consultative approach to financial, business, investment, and personal planning needs. Avalan’s goal is to enter into long-term, mutually-beneficial relationships, which they develop to not only be lifelong, but multigenerational as well.
Nancy Newquist Nolan and Rachel Quittner will answer Real Estate questions for selling your home covering Estate Sales, Consignment shops, small repairs that make a big difference, landscaping, etc.
Kady Cupp will explain how having a Long-Term Care plan will preserve assets and save more than $180,000 + for individuals who may experience the opportunity to receive care within the home.
Delicious cookies and coffee provided by Bristol Farms.