FREE, NO-OBLIGATION WEBINAR REPLAY

Passing the Torch through Gifting

In this webinar you’ll learn:

Trusts aren’t just for the rich & famous

Gifting isn’t just for birthdays

The IRS is watching (but that’s okay)

Legacy planning = peace of mind

You don’t have to go at it alone

Chase Brakke, Senior Vice President of North Star Resource Group and registered administrative assistant at Cetera Wealth Services, LLC.

Guest presenter is Amy Bryant of Penn Mutual Life Insurance. Amy Bryant and Penn Mutual Life Insurance are not afﬁliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives

About us

Cultivating trust since 1908 while developing solutions for the decades to come

North Star Resource Group is an independent financial services firm helping our clients start and stay the path to financial security. We are committed to your complete financial wellness, whatever life may bring.

Our name is derived from the unique organizational structure of resources in our firm. Our financial professionals have immediate access to numerous subject-matter specialists on everything from life insurance to investments to employee benefits.

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