Preparing Your Estate Plan

Event Details

Preparing Your Estate Plan

Time: March 24, 2021 from 5pm to 6:30pm
Location: Online via ZOOM
Website or Map: https://www.edwardjones.com/u…
Event Type: estate planning, webinar, edward jones
Organized By: Trevor Nielsen, Financial Advisor
Latest Activity: Mar 4

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Event Description

You're Invited
Preparing Your Estate Plan
When: March 24th @ 5:00pm
Location: Please join us on Zoom in the comforts of your home and pajamas

It’s a topic people tend to put off or ignore, but one of the most important things you can do is develop a sound plan for your estate. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.

Attend our Preparing Your Estate Plan presentation and you’ll learn more about:

• What to consider when creating your will
• The benefits of trusts in estate planning
• How to help reduce taxes on your estate
• How insurance can help protect your family

Jessica Pesce from Ladimer Law will be available to answer questions.

Call (508) 347-1420 or email trevor.nielsen@edwardjones.com to RSVP and receive webinar details.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult with a qualified tax advisor or legal professional regarding your specific situation.

Trevor Nielsen
Financial Advisor
419 Main Street, Sturbridge, MA 01566, 508-347-1420
edwardjones.com

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