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Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process! Turn to Carolina Family Estate Planning for: •Wills •Living Trusts •Naming Guardians for Children •Kids Protection Plan •Advanced Planning & Asset Protection •Special Needs Planning •Business Formation & Compliance •Business Succession Planning •Probate •Trust Administration •Priceless Conversations •And much more...
For over 125 years, Farmers & Merchants State Bank has proudly operated as an independent community bank, serving the residents of Waterloo, Marshall, and the recently added Lake Mills, WI. In addition to our in-house financial services, we offer a complete range of full-service, mortgage, and internet banking options. Since our establishment in 1897, we have played a vital role in our communities and remain dedicated to their prosperity. Our team is always ready to offer guidance and support, as we consider ourselves your lifelong financial partner. Our objective is to deliver comprehensive financial services and be your trusted partner for life.
DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.
Monica Massey is a high energy motivational speaker with a reputation for energizing and inspiring audiences of all sizes. Whether youre looking to motivate your team, inspire your community, or ignite attendees at a conference, Monica will deliver a powerful message that will leave a lasting impact. Using healthy doses of "real talk" and relatable humor, Monica brings her no-nonsense self to stage to make audiences laugh, cheer and leave feeling inspired and empowered. Available for keynote presentations, panels, workshops/breakouts and serving as emcee. If youre looking for a dynamic speaker whos guaranteed to bring some serious energy to your meeting or program, look no further. Topics include: • Innovate or Die • Getting DEI Right • Build Your Own Table: Women in the workplace • Leaders Dont Always Get Leadership Right • Adopting a Move It Mindset • Eat the Elephant in the Room: Dealing with Crisis • Words Matter: Effective communications