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Estate Planning | Make Today's Planning Tomorrow's Peace of Mind
Estate Planning is something that we talk about often when discussing your finances and overall plan. There is no denying that this topic is a big one. There are so many parts to it and just when you think you know it all, the laws change.

That's why we're bringing in an expert, Certified Estate and Elder Law Attorney, Jeffrey Bellomo, for this virtual event to discuss ways to avoid the pitfalls by doing the appropriate Estate Planning. Join us to explore this topic and how it impacts your financial journey. Our presentation will cover:
- Common estate planning misconceptions
- The impact of changing laws
- The role of trusts
- Planning for long-term living
- And much more!

Oct 26, 2021 04:00 PM in Eastern Time (US and Canada)

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Speakers

Jeffrey Bellomo, Esquire
Certified Elder Law Attorney @Bellomo & Associates
Brooke Petersen, CFP®, ChFC®
Investment Consultant @Conrad Siegel
Catherine Azeles, CFP®, RICP®
Investment Consultant @Conrad Siegel