2020 Legacy Annual Client Update Meeting

Monday, March 30th, 2020

Welcome to the 2020 Strategic Wealth Legal Client Update Program. I hope you enjoy this years update and please reach out with any questions. Thanks.

2019 Legacy Annual Client Update Meeting

Monday, March 25th, 2019

Welcome to the 2019 Strategic Wealth Legal Client Update Program. I hope you enjoy this years update and please reach out with any questions. Thanks.

2018 Legacy Annual Client Update Meeting

Friday, March 2nd, 2018

Download Meeting Materials

Registration Form

Survey Form

Workshop Descriptions