Time: February 15, 2019 from 11:30am to 1:30pm
Location: The Overlook
Street: 88 Masonic Home Road
Website or Map: http://www.edwardjones.com
Event Type: estate planning, seminar, the overlook
Organized By: The Overlook
Latest Activity: Jan 28
Preparing Your Estate Plan
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:
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
88 Masonic Home Road
Charlton, MA 01507
Event will be held in the Great Room
Jeff Burdick, AAMS®
419 Main Street
Sturbridge, MA 01566
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.