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Waveny Events

Click the envelope icon to receive our emails and be the first to know about our Special Events and monthly educational Community Presentations. Rest assured, we'll never share your email address.

Scripting Your Family's Future: Why You Need an Estate Plan

Thursday, July 18th, 2019 at 5:30 p.m.

Scripting Your Family's Future: Why You Need an Estate Plan

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! 

RSVP today!

2036939140