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:
Phone: 508-434-2318
Event Type: estate planning, seminar, the overlook
Organized By: The Overlook
Latest Activity: Jan 28, 2019

Export to Outlook or iCal (.ics)

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

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.

Member SIPC

Comment Wall


RSVP for Preparing Your Estate Plan to add comments!

Join Chamber of Central Mass South Online

Attending (1)

© 2021   Created by CMS Chamber Online.   Powered by

Badges  |  Report an Issue  |  Terms of Service