Archive for January, 2017

  • Plan for the Future. How an Estate Plan Puts You in Control

    Friday, January 27th 9:30am to 11:00am During this seminar you will learn ways to care for the people and things you love after you’re gone and leave behind a lasting, meaningful legacy. This seminar focuses on five key financial planning issues associated with estate planning: proper account ownership, beneficiary review, strategies to minimize estate and income taxes, gifting strategies and how long term care insurance can protect your estate. This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial, who will be joined by Michelle Beltrano, Estate Planning and Elder Law Attorney from Beltrano Law. Coffee and pastries will ...Read More »