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Holladay Journal

The Power of Planning: Maximizing Your Financial Legacy

Lunch & Learn presented by Squire Wealth Advisors and Cathryne Harrison from Hundley & Harrison

Join Squire Wealth Advisors and Hundley & Harrison for an insightful session where we delve into the strategies and tools that can help you create a lasting financial impact for yourself and future generations.

In this seminar, wealth management professionals and estate planning attorneys will guide you through the key elements of effective financial and estate planning. Discover how to optimize your investments, safeguard your assets, and navigate complex financial landscapes with confidence. From retirement planning to tax optimization and estate management, we'll equip you with the knowledge and resources to make informed decisions and maximize your financial legacy.

Don't miss this opportunity to unlock the power of planning and pave the way for a prosperous financial future. Reserve your seat today and embark on a transformative journey toward maximizing your financial legacy.

Date & Time

June 21, 2023

12:00PM - 1:00PM


Squire & Company - 1329 South 800 East , Orem, UT, 84606 1329 South 800 East Orem 84606 UT US

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