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Sign up for this FREE webinar today!

September 16, 2020


If you’re quickly approaching retirement or recently retired and are concerned about maintaining your lifestyle as you age this free webinar is for you!

Gain peace of mind, and let your team of experts walk you through the steps to protect your family and income.

Topics include:

  • How to prepare for a financial crisis such as loss of job or serious illness
  • The importance of having an updated will, advance medical directive and financial power of attorney.
  • Why it is critical to review your estate plan
  • How to evaluate your retirement & investment plans in today’s environment
  • Understand the Impact of the CARES Act
  • Why Checking Your Beneficiary Designations is Important

Date: September 16th
Time: Two sessions 11am-12pm and 6:30pm to 7:30 pm

You can’t afford to miss this complimentary webinar. Sign up now!


September 16, 2020
Event Category:


Surprenant & Beneski, PC