FREE SEMINAR - WISER MONEY MATTERS - Lynch/van Otterloo Y

WI$ER MONEY MATTERS - The Top 10 Estate Planning Mistakes  ​
Thursday, Sept 27 1:00pm AND 6:30pm

Please join Frank Sweeney, CIMA ®, MSF: Wealth Advisor with Capital Management Partners* for this important, FREE Wiser Money Matters discussion. 

This month Frank has invited Paul Bernstein, EPLS, from Bernstein Law Group, PC, to discuss  "The Top 10 Estate Planning Mistakes" to avoid. This is an open forum where one can feel comfortable to ask questions and they are always available after the presentation for discussion. 

Lynch/van Otterloo YMCA, 40 Leggs Hill Road, Marblehead, MA 01970

For more information or to reserve your spot, please contact Jeanne Smith smithj@northshoreymca.org or 781-990-7024            

 

 

Thursday, September 27, 2018 - 1:00pm