2021 MAMIC Worksheets and Presentation

Sample MAMIC Investment Policy Statement
Potential Board Member Nomination form
FMDC Board's Role in Planning presentation
SMART Goal Worksheet
SWOT Analysis Worksheet
RAMS© Asset Monitoring
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Legacy Wealth Management

Legacy Wealth Management

P.O. Box 60 | Pleasant Hill, MO 64080
P: 816-454-0447 | F: 816-454-1482 | Email Us
Cambridge’s Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Management are not affiliated. Securities are offered to residents of: MO, GA, KS and TX. Advisory services available upon request in all 50 states.

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