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FREE SEMINAR - WISER MONEY MATTERS 1:00PM & 7:00PM

WI$ER MONEY MATTERS - An Empowering Conversation on Wealth & Estate Planning Basics

Please join Frank Sweeney, CIMA, MSF with Capital Management Partners for this important, free retirement and wealth planning discussion. 

Thursday, November 30th 1:00pm & 7:00pm, Conference Rm #1       

Reserve your spot

Get answers to some important questions including: 
Do I have any financial blind spots that will derail my retirement plans? 
What are the 4 essential estate planning documents every adult needs? 
How do I talk to my family about my wishes and estate plan?

Plus a gift for attendees: A Family Legacy Letter: a simple life organizer meant to promote family conversation and financial insight when it may be needed most.                                                                                   

This is a free event and is open to the community at  the Lynch/van Otterloo YMCA, 40 Leggs Hill Rd, Marblehead

For more information, contact:  Jeanne Smith, Y Connection Coordinator, 781.990-7024, smithj@northshoreymca.org                         

 

 

 

 

November 30, 2017 - 1:00pm