Estate Planning & Money

One of the greatest strengths of the  Chamber of Commerce is the power of connection. When Chamber members collaborate, share their expertise, and work together, it creates real value for our community.

We’re excited to spotlight an upcoming collaborative event featuring Chamber members joining forces to provide important education and resources.

 Estate Planning & Money
A Collaborative Meeting Presented by True Estate Planning & Synergy Financial Partners                                  June 30th

The Bridgeton Recreation Center
4201 Fee Fee Rd
Bridgeton, MO

Doors open at 6:00 PM for networking
 Presentation begins at 6:30 PM

This event brings together legal and financial expertise to help attendees gain clarity and confidence when planning for the future.

Featuring:
Kelly Spann, Owner & Attorney, True Estate Planning
Jake Huggins, CEO, Synergy Financial Partners

Hosted by:
Rick Mertell, Synergy Financial Partners

Topics will include:
• Wills, trusts, and powers of attorney
• Estate planning strategies
• Financial confidence and preparation
• Long-term planning tools
• Protecting your family, assets, and future

All attendees will also have the opportunity to receive a free consultation regarding wills, trusts, and financial planning.

To reserve your seat  text contact:
Rick Mertell
(314) 497-6854

This is a great example of what makes the Chamber so valuable — members connecting, collaborating, and using their expertise to serve the community.

We hope to see you there!