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
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, firstname.lastname@example.org