Building and Defending Your Legacy Luncheons

Sep 25, 2023 | Home Featured News

Join Farm Credit Services and Freedom Financial for a free luncheon workshop at four branch locations:

• December 4: FCS Conference Room, Dickinson (RSVP 227-1207)
• December 5: FCSM AgriBusiness Center, Mandan (RSVP 663-6487)
• December 6: Legion Hall, Wishek (RVSP 452-4252)
• December 8: FCS Office, Washburn (RSVP 462-3514)

Also, on December 7 Marissa will be giving a keynote address in Mott at their Customer Appreciation supper.  (RSVP 824-3203)

Marissa Nehlsen, CEO, Freedom Financial Group will cover tax, legal and wealth strategic planning subjects:

  • Farm Transition and Succession Planning
  • Estate Planning
  • Tax and Retirement Strategies
  • Life Insurance  

Workshops begin at 10 AM local time and will end at 2 PM. To RSVP, please contact the local FCSM branch or register online through the events calendar on this website.

Freedom Financial does not provide legal or tax advice. Some services provided through attorneys and CPAs may incur professional services charges that are billed separately from any fees collected from Freedom Financial Group. Be sure to consult with your own legal, tax and health advisors before taking any action that may have tax implications. Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Farm Credit Services of Mandan, Freedom Financial Group, BFCFS and BFC Planning, Inc. are independent entities.

 

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