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Get the information that can help you live a confident retirement.

Attend an Event

At Sandy Morris Financial & Estate Planning Services, LLC, we hold informational events for our clients and the greater community that feature information on specific topics, such as long-term care and estate planning. Often, our events include guest speakers and special activities as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being.

Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event.

FOLLOWING THE CDC GUIDELINES WE ARE POSTPONING OUR SEMINARS UNTIL FURTHER NOTICE.

Instead please book a virtual or in person appointment with us at the office.

We hope that everyone stays safe and healthy through this current health crisis.