Legacy Press: Summer 2016

Every quarter, we provide you with our financial planning newsletter, written by our Certified Financial Planners, to keep you updated and informed.

What is in the Legacy Press — Summer Edition:

Why succession planning is a must-have
Chris Olsgard discusses how philanthropy has impacted him professionally & personally
What you need to know before becoming a board member
Make a Difference Day: event details
News: two of our partners won awards!

As always, please call or email us if you have any questions or having problems accessing the Legacy Press.

P: 614-457-7026

E: info@waller.com