Please join us for dinner Thursday, October 8th from 6-8pm at Hereford House in Independence, Mo.

Life is full of milestones, and each one can come with important financial decisions. Join us for an educational seminar where Bruce Glenn, Senior Wealth Manager & President, will lead us in a discussion with strategies to help you prepare for life’s biggest moments—from safeguarding your legacy through estate planning to identifying tax planning opportunities that can help you keep more of what you’ve earned. Whether you’re approaching retirement, planning for your family, or simply looking to make smarter financial decisions, you should leave with practical insights and actionable ideas to help you plan with confidence.

Please join Rally Wealth and Benefits for a delicious dinner with a special menu and soft drinks from Hannah Willauer, Regional Director with Fidelity Institutional^®.

Hannah Willauer, Regional Director with Fidelity Institutional^®, is not affiliated with or registered with Cetera Wealth Services, LLC. Any information provided by Hannah or Fidelity is in no way related to Cetera Wealth Services, LLC or its registered representatives.

This event has been funded in part by Fidelity Institutional.

Please feel free to bring a guest with you for this great evening! Be sure to RSVP soon as we have a limited number of seats reserved. 

We hope to see you soon!