- Fair Haven Commons
- 740 River Road, Suite 208 Fair Haven, NJ
- 11 AM and also 7 PM EST
- RSVP Now!
- Refreshments served!
"Investment, legal or tax strategies do not themselves guarantee a wise and meaningful transfer of your wealth, values and hopes for the future of your family. Successful family wealth and legacy transfer requires effective communication, deliberative planning, healthy family relationships, education and trust among the generations. This seminar will give you an informative orientation and opportunity to ask questions and discuss the Family Legacy process."
If you cannot attend, call to schedule a complimentary introductory consultation and visit www.castlefinancial.com Family Legacy Planning section.
*Charles Schwab & Co., Inc. & TD Ameritrade Institutional, Division of TD Ameritrade, Inc., Account Custodians - Member FINRA/SIPC
Date and Time
April 4 - April 12, 2023
11:00a - 12:00p PST