According to CNNMoney.com, "no matter your net worth, it's important to have a basic estate plan in place." Don't put off securing the financial future of your family.
The Norfolk and Plymouth Estate and Business Planning Council will be hosting an Estate Planning Day at the Boston Marriott Quincy this Saturday, April 7th from 9 a.m. to 2 p.m.
The educationally oriented event will cover many topics of interest to both individuals and members of the business community such as: Planning for Elders, Why Might I need a Trust?, Retirement Income Planning, and Succession Planning.
The council is a non-profit organization comprised of Certified Public Accountants, Estate and Trust Attorney’s, Financial Planners, Insurance agents, and Trust Officers.
For more information, visit the council’s website at www.wpepc.orgor contact Dan Heitzman at StoneBridge Financial 781-871-9923 or e-mail dheitzman@stonebridgefc.com.
