- This event has passed.
Please join us for Wills, Wealth and Wine
September 19, 2024 @ 5:30 pm - 7:00 pm
SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP
Presented by:
Erin L. Nunes Esq., Partner and Brendan Gallagher CFP©, CRC© from Pinnacle Investments
Why it is important to coordinate an estate plan with your overall financial plan
- Protect your loved ones: Learn how to avoid probate, minimize taxes, and ensure your wishes are followed.
- Answers to your questions: Discover the under-utilized tools for safeguarding your assets and planning for long-term care.
- Peace of mind for you: Gain the knowledge to make informed decisions about your future.
You will learn:
• A good Estate Plan begins with good foundational
documents – what those are and how they work.
• What other tools you should consider to protect your
loved ones and your assets.
• Tips to help you achieve your goals for the future, ensuring
your estate and financial plans work as you intend.
• Opportunity for Q & A.
Event Registration