Scripting Your Family's Future: Why You Need an Estate Plan
Thursday, July 18th, 2019 at 5:30 p.m.
Financial advisor Alex Grantcharov, along with attorney Beth Ann Brunalli, will discuss how to formalize a retirement, estate, and succession plan, including how to transfer assets to the next generation, how to leave a charitable legacy, what to consider when planning for the unexpected (dementia, disability, etc.), and tools available to preserve and transfer your assets. Join us for this free community event!