WEALTH MANAGEMENT BLOG

Join the Conversation

October 17, 2024

12:00 pm ET (9:00 am PT)

Join Curated by Colony and Truvay Travel as we discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories. Discover invaluable vacation planning insights, tried and true tips, tricks, and expert advice to help you orchestrate the multigenerational vacation of a lifetime. Bring your questions for our special segment “Ask Mimi”, where Truvay Travel’s founder and owner, Mimi Lichtenstein, will answer all your travel-related questions.

 

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One of the many benefits of HoyleCohen merging with The Colony Group is enjoying access to a larger variety of timely and relevant content. Curated by Colony is a thoughtfully selected collection of resources available to clients. These resources include third-party providers who specialize in travel, wellness, security, learning, and lifestyle. Some Curated by Colony service providers offer preferential services or pricing to our clients. (The Colony Group and HoyleCohen do not receive any additional fees for referring you to these providers, nor do we receive additional fees from them for their services to you.) You can learn more about Curated by Colony here. Keep an eye out for these upcoming webinars

  • Aging in Place: What You Need to Know
  • Multi-Generational Getaways: Creating Lasting Memories for Every Age
  • Medicare Simplified – Everything You Need to Know for 2025
  • Cybersecurity: How to Protect Yourself from Fraud and Cyber Attacks

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

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