Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Dec
4
News
Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner
Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner Laina Mills, CFA, CFP, will be inducted into the 2021 class of recipients this December GRAND RAPIDS,… Read More
Oct
28
In The Community
Legacy Trust Family Outing At John Ball Zoo
Our annual holiday party looked a little different this year as we opted for a family friendly evening at John Ball Zoo. Below are a few pictures from the evening:
Oct
27
In The Community
Legacy Trust Sponsors Inaugural WMSC Golf Outing
Legacy Trust sponsored and participated in the Inaugural West Michigan Sports Commission Golf Outing on October 12th at Thousand Oaks Golf Course. Here are a few pictures from the outing: A big… Read More
Jun
24
Perspectives
Comprehensive Retirement Planning – Capital Adequacy
For our purposes, Capital Adequacy is a very simple concept to understand: will I have enough money to meet my lifestyle expenses? On a smaller scale, you have been doing this math… Read More