Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 18, 2024

11:15a - 12:15p

Local Yocal BBQ & Grill

5th Annual “Shred-it Event”

At Legacy Planning Group, we value and appreciate the continued trust our clients put in us. We would like to express our gratitude by inviting our clients to join us for an exclusive day of shredding confidential documents and records in a secure fashion at our 5th Annual Shred-it Event!

October 5, 2020

9:30a - 10:30a

St Peters Episcopal Church

Mobile Shred Event

Join us for our very first drive-through, touchless paper purge (mobile Shred Event)!

February 14, 2020

11:30a - 1:00p

Maggiano's Little Italy

Annual Ladies Luncheon

Come enjoy an afternoon filled with quality food, laughter and fun! You are invited to bring a friend who may not have a special Valentine.

Event Registration