“TWO SIDES OF THE SAME COIN”
- Estate Planning
About This Event
- Event Type: Estate Planning
A Presentation On How To Use Financial Planning & Estate Planning To
Build & Protect Your Legacy For Loved Ones
11/12/19 (6:30PM to 7:30PM)
Bread & Yoga (5000 Broadway, New York, NY 10034)
Robert J. Maher, Esq.
Estate Planning Attorney
The Law Office of Robert J. Maher, P.C.
52 Duane Street, 7th Floor
New York, NY 10007
Benjamin De Angelis, CFP®
Financial Planning Specialist
The Fortress Group
Morgan Stanley Wealth Management
One Penn Plaza, 43rd Floor
New York, NY 10119
Most of us would like to leave our loved ones an inheritance that will help them lead happy, fulfilling lives after we’re gone. But are you satisfied with how you’ve been building your financial legacy? And have you provided for loved ones to inherit easily, without them having to spend time and money navigating the legal system? Estate Planning and Financial Planning are two sides of the same coin that is your financial estate. If you want to leave a meaningful inheritance to your loved ones, you’ll need both.
Join us for a detailed look at:
- How to maximize the growth potential of your retirement accounts (e.g. 401k and IRAs), life insurance, real estate and other assets with strategic financial planning
- How wills, trusts and other estate planning documents ensure that your estate passes on to your beneficiaries smoothly and quickly
To reserve a seat at this complimentary informational presentation, please email email@example.com.
Bread & Yoga
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