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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 be offered. Coffee and pastries will be offered.

DCA members        $10
Public                   $20

Reservations are required by Wednesday, January

25th and can be made online at dariendca.org or by contacting the DCA at info@dariendca.org or 203-655-9050. Minimum attendance is required.

The DCA is located at 274 Middlesex Road in Darien, CT.

About J Berry

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