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“TWO SIDES OF THE SAME COIN”

Category:
  • 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)

HOSTED BY:

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

646.681.1977

GUEST SPEAKER:

Benjamin De Angelis, CFP®

Financial Planning Specialist

The Fortress Group

Morgan Stanley Wealth Management

One Penn Plaza, 43rd Floor

New York, NY 10119

212.643.5899

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 rmaher@robertmaherlaw.com.

Event Location

  • Bread & Yoga

    5000 Broadway
    New York, NY 10034

Event Dates

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