Wednesday, June 4, 2014

Estate Planning & Financial Planning Update

Guest Speaker: 
Michele P. Conti, Meyer, Unkovic & Scott LLP
Karen Bostick, Mars National Advisors 

Please join Michele Conti and Karen Bostick for a program on estate planning and transitioning from working to living in retirement. Karen will talk about:

  • how to build assets;
  • what income is needed in retirement;
  • what reliable sources we have in place for income; and 
  • how to bridge the gap. 

Karen will provoke thoughtful conversation about retirement - how much we need, how much we have, and converting ownership of hard assets into income producing vehicles.

Michele will discuss the current law changes affecting your estate plan, the importance of Powers of Attorney, the difference between a Will and a Trust, and minimizing tax liability upon passing.

Guests and couples are encouraged to attend. Please register by calling 412.456.2818 or and request a reservation for the Estate & Financial Planning Update. Register early as space for this event is limited.

Date: Wednesday, June 18th
Time: 6:00 - 8:00 PM

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