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St. Faustina Legacy Seminar Recap
St. Faustina Legacy Seminar Recap On April 5th, we celebrated our first Lake County Legacy Planning Event of 2025 at St. Faustina parish in Clermont! We were so grateful to…
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd.
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd. The Foundation utilizes Concord Advisory Group as our trusted partner for investment management services. The Foundation’s investment programs serve…
St. Charles Borromeo Legacy Planning Seminar Recap
Thank you to everyone who joined us for the March 29th Legacy Planning Event at St. Charles Borromeo Parish in Orlando. St. Charles Borromeo Legacy Planning Seminar Recap This was…