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:…
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 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

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