Wednesday, May 23rd at 10:30 a.m.
Most of us don’t get excited about the prospect of updating our wills, trusts and power of attorney documents. That doesn’t mean you shouldn’t pay careful attention to them – especially if you’ve had material changes in your life since these documents were last updated.
Join James P. Berger, JD, CFP®, for an enlightening presentation on organizing life and legal matters. He’ll cover estate and long-term care planning, different types of trusts and the warning signs of financial abuse and how to protect yourself.
This seminar is free to attend and will include a light brunch.
RSVP by Friday, May 18th to reserve your seat!