Coffee Talk: The File®

The File® is your comprehensive summary record, encompassing critical categories such as Financial Information, Investments & Insurance, Legal Documents, and Estate Management. In times of emergency or unforeseen circumstances, having your essential documents organized is crucial.

Join us at Coffee Talk to uncover how The File® can help you keep your vital records in one place for peace of mind. This invaluable resource not only streamlines your planning but also facilitates open discussions with loved ones during challenging times.

By attending, you’ll receive your very own copy of The File®. Don’t miss this opportunity to secure your financial future and safeguard your legacy. Mark your calendars!

What are Coffee Talks? Many people are looking for ways to socialize with others and get out in their community. We host Coffee Talks, a casual gathering to chat about a range of lifestyle topics so that you can stay connected.