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BACK BY POPULAR DEMAND! FREE SEMINAR - WISER MONEY MATTERS - Lynch/van Otterloo Y

BACK BY POPULAR DEMAND!  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. 

Friday, February 23rd 1:30pm 

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                         

 

 

February 23, 2018 - 1:30pm