Protecting Financial Legacies

Why You Should Attend

This event is perfect for homeowners, future homeowners, parents, professionals, and anyone committed to building a secure financial future. Whether you're just getting started or refining your long‑term plan, you’ll walk away with actionable strategies you can implement immediately.

Plus, registered guests enjoy complimentary food, drinks, and door prizes

What You’ll Gain

• Guidance from expert panelists in estate planning, mortgage banking, and financial strategy (as noted in the document: “Expert panelists in estate planning, mortgage banking, and financial strategy.”)

• Clear steps to protect your home and assets

• Practical mortgage strategies that support long‑term wealth building

• Estate planning essentials to help you avoid costly mistakes

• A roadmap for creating a lasting financial legacy for generations to come

Featured Panelists

• Taneika Thompson Mungo — Estate Planning & Probate Attorney

• Jeremy Owens — VP Branch Manager, First Community Mortgage

• Apogee Financial Service Professionals Team - Rose Ann McDonald, CLF - EVP of Strategic Initiatives, Carolyn Burgin, MBA - Financial Planner, and Michael Robinson, CHFC - Financial Planner

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Janeen Sizemore and Jeremy Owens