Get Your Ducks in a Row
Schedule
Tue, 14 Jul, 2026 at 10:00 am
UTC-04:00Location
Northern Trust Bank | Vero Beach, FL
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Don’t Let These Spots Waddle Away -On July 14, 21 & 28, 2026It’s time to finally get your ducks in a row! Join us for our “Get Your Ducks in a Row” Estate Planning Series and make sure life’s important details are organized before they start quacking for attention.
Here’s what’s included:
Ask the Professionals – Get your estate planning questions answered by trusted professionals.
Receive a Next of Kin (NOK) tool kit – The ultimate tool to organize your important documents (included with registration!).
Registration begins-9:30AM
Sessions held from 10:00 AM – 12:00 PM
Learn more about the Next of Kin(NOK) tool kit (www.thenokbox.com)
Generously Sponsored By:
Cypress Bank
Caldwell Trust Company
Susan Baran, GRI, Broker
Associate & Team Lead, The Legacy Team-eXp Reality
Millenium Cremation Services
PNC Private Bank
Glenn Grevengoed, P.A.
Offutt, Barton, Schmitt, LLC, Certified Public Accountants
Vero Beach Global Advisors-Jim Davis, CFP, Financial Advisor
Kathy Hendrix
Rehmann
Hudson Advisors-Private Wealth Advisors,
Mike McGee & William Hudson, Jr.
Northern Trust
Space is limited, so don’t duck around! Reserve your spot today and take the first step toward peace of mind for you and your loved ones.
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Where is it happening?
Northern Trust Bank, 1630 SR-A1A, Vero Beach, FL 32963, United StatesEvent Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
