Preparing Your Estate Plan

Event Details

Preparing Your Estate Plan

Time: February 15, 2019 from 11:30am to 1:30pm
Location: The Overlook
Street: 88 Masonic Home Road
City/Town: Charlton
Website or Map: http://www.edwardjones.com
Phone: 508-434-2318
Event Type: estate planning, seminar, the overlook
Organized By: The Overlook
Latest Activity: Jan 28

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Event Description

Preparing Your Estate Plan

You're Invited

It’s a topic people tend to put off­ or ignore, but one of the most important things you can do is to develop a sound estate plan. 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

Josephine Veglia from Durbin & Veglia will be available to answer questions.

We hope you will join us. Please call Mariah from The Overlook at 508-434-2318 by 02/05/2019.

Lunch will be served.

Friday, February 15, 2019
11:30AM - 1:30PM
The Overlook
88 Masonic Home Road
Charlton, MA 01507

Event will be held in the Great Room

Jeff Burdick, AAMS®
Financial Advisor
419 Main Street
Sturbridge, MA 01566
508-347-1420

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.

www.edwardjones.com

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