Preparing for the inevitable is a tough discussion, but it doesn’t have to be. Tim Buggy, Certified Financial Planner professional from Equitable Advisors, LLC will share this 45-minute online presentation discussing how to initiate an open, thoughtful dialogue about estate planning with your family.
You will leave with a better understanding of the necessary documents and information to developing a comprehensive estate plan. You will also receive a complimentary electronic version of our Share Your Love family discussion guide.
Join us at one of the two online sessions offered below:
Thursday, February 23 at 4:00 PM Friday, February 24 at 10:00 AM
To attend, please RSVP at: firstname.lastname@example.org or call their office at 724-766-7836 by Wednesday, February 22. They will provide you with log in instructions for this online Microsoft Teams session.
Image by Hajnalka Mahler from Pixabay