- Our PG office is currently at 1401 Mercantile Lane, Suite 271. We are moving March 2, to Suite 211.
- Our PG office is currently at 1401 Mercantile Lane, Suite 271. We are moving March 2, to Suite 211.
- Our PG office is currently at 1401 Mercantile Lane, Suite 271. We are moving March 2, to Suite 211.
- Our PG office is currently at 1401 Mercantile Lane, Suite 271. We are moving March 2, to Suite 211.
- đź—“ Saturday, January 10
- đź•’ 11:00 am- 2 pm
- đź“ŤLocation: South Bowie Library
Creating a Legacy with your PBoD
Personal Board of Directors
Our Partners
Aimee D. Griffin
Cinawaye Elivert
B. Doyle Mitchell, Jr.
Jaqueline Boles
Avia Cumberbatch
Lee Bethel
Will Holmes
Your Personal Board of Directors
Just like a company has a board to guide decisions, you deserve trusted advisors to guide your personal, family, and financial future. A PBOD ensures you have the right experts in your corner.
Business Strategist
Guiding entrepreneurs to grow and scale with strategy.
Estate Planning Attorney
Protects your legacy with legal expertise
Real Estate Investments
Creating wealth through smart property choices.
Licensed Insurance Agent
Shields you and your family from unexpected risks.
Certified Public Accountant (CPA®)
Keeps your finances and taxes efficient and compliant.
Financial Planner (CFP®)
Helps you plan, grow, and sustain wealth.
YOU
Agenda for the Day
Time
Panel Title
Description
11:05 – 11:40 AM
Wealth Architects – Financial & Insurance Strategies for Generations
Financial advisors and insurance professionals will show how investment planning, risk management, and protection strategies work hand-in-hand to build and secure family wealth for the future.
11:50 – 12:25 PM
Legacy in Land – Real Estate as a Generational Asset
Realtors and real estate experts will explore how property acquisition, management, and transfer strategies help families create security today while passing down wealth through generations.
Vision to Venture – Business Strategy & Succession for Generations
Keeping the Books Accounting & Strategic Tax Planning
Accountants will share how proactive tax planning and financial oversight preserve family wealth, minimize tax burdens, and maximize generational transfers.
Why You Need a PBOD
Benefits
- Reduce financial blind spots
- Ensure tax-smart and legally sound decisions
- Protect your family and assets
- Build long-term financial stability
- Confidence that experts are working together for you
Start Building Your Personal Board Today
To best serve your needs, please call (855) 574 8481 and speak with a Life & Legacy Counselors representative directly. If you prefer to communicate to us through email, please use the form and we will get back to you soon.
1401 Mercantile Lane, Ste 271
Upper Marlboro MD 20774
Connects to all offices
Monday - Friday
Quick Links
Prince George's County, MD Office
1401 Mercantile Lane, Suite 271 Upper Marlboro, MD 20774
Washington, DC Office
5335 Wisconsin Ave. NW, Suite 440 Washington, DC 20015
Arlington, VA Office
1100 N. Glebe Road, Suite 1010 Arlington, VA 22201
And now additionally serving Florida and Georgia
Disclaimer
The information provided on Life & Legacy Counselors is for general informational purposes only and should not be considered legal advice. While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind. Use of this website does not establish an attorney-client relationship. Do not act upon any information without seeking professional counsel. Communications through the site or email do not create an attorney-client relationship. By using this site, you agree to this disclaimer. For legal advice, contact The Life & Legacy Counselors directly.
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