Virtual event-Free
Wednesday, October 14th 1-2 PM
Join Attorney, Molly Bucci of Primmer, Piper, Eggleston & Cramer and Financial Advisor, Beth Wilson of Poulos Advisors to discover the benefits of a proactively planned estate.
As many know firsthand, or from your friends and family, financial and estate planning often profoundly impacts women. By determining your financial goals, you can begin to formulate an estate plan to meet those objectives and goals with confidence. Knowledge is power.
Understand the difference between wills and trusts and why you need a properly drafted estate plan. Learn how powers of attorney and health care directives work, the proper titling of your financial assets, and the importance of keeping your plans current.
Estate and Financial planning is an essential element of a holistic financial strategy.
Hosted by The Residences at Otter Creek, Quarry Hill and Shelburne Bay
RSVP to register and receive zoom link to: Suzanne Bennett, sbennett@lcbseniorliving.com, 802.377.3393
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