🌟 January 2025 Newsletter: Seminar & Updates
Hello friends! We’re excited to start 2025 with updates, including our Bright By Design Seminar and helpful tools to keep you on track this year.
See our On the Bright Side - January 2025 - Quarterly Newsletter for all the details.
🎓 Bright By Design Seminar
📅 Date: March 6, 2025 | 🕒 Time: 3:00 pm PST | 📍 Location: Our Office, Downtown Eugene
Join Lynda Zukaitis to discuss Wills, Trusts & Beneficiary Designations. Bring a friend and gain insights to secure your financial legacy!
💡 Stay Informed, Stay Confident
Whether it’s navigating tax season or planning for retirement, we’re here to guide you through every step. Keep an eye out for upcoming resources and opportunities to connect with us.
We’re enhancing our collaborative approach to provide quicker, more comprehensive support while maintaining the personalized service you value. Look forward to meeting more of our team during strategy sessions and other interactions this year!
RSVP for the seminar or contact us anytime with questions. Here’s to a bright 2025!
Warmly,