Broker Check
20 April
April Coffee and Conversation


While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations and life stages.  Mark Criner III, a colleague of The Hock Group and Trust Strategist with Baird Trust, has counseled many individuals about how estate planning and trusts can help build and protect their legacies.  We had a lively conversation with Mark, several clients, colleagues, and friends.  If you missed it -- watch the replay here as well as download the slides for your reference:   Slide Presentation 

Date and Time

Thu, Apr 20, 2023

10:00a - 11:00a PST


Coffee & Conversation with Mark Criner III


Event Registration