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

WI$ER MONEY MATTERS - Wills, Trusts, and Probate: The Essentials
Thursday, April 26, 2018, 1:30pm and 6:15pm

Please join Frank Sweeney, CIMA ®, MSF: Wealth Advisor with Capital Management Partners* and Christopher Casey ESQ: Attorney—Casey & Lundregan, P.C. for this important, free Wiser Money Matters discussion. We’ll discuss the following topics:

· Wills: what they do and don’t do

· Trusts: why they are an important family planning solution

· The Probate Process: the good, the bad, and the ugly

· Basic Estate Planning: family best practices

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, April 26, 2018 - 1:30pm