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2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
Hannah Boundy, CFA®, CFP®
Jun 6, 20221 min read
32 views


Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
Vincent Chambers, Esq.
Feb 17, 20224 min read
64 views


Teaching the Grandkids to Ski: A Living Legacy Story
Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.
Hannah Boundy, CFA®, CFP®
Jan 21, 20225 min read
82 views
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