Broker Check
06 Oct
Estate Planning Basics

Description

Join us as we invite Amy Earing, Partner at Lavelle and Finn, LLP, where she discusses her "Top 10 Estate and Financial Planning Ideas."


-Why you need an Estate plan
-Wills and Trusts
-Power of Attorney and why they're necessary
-The role of insurance in your plan
-Charitable donations






Presented by:
Benjamin Herrick
Financial Advisor
111 Grant Ave, Suite 208
Endicott NY 13760

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC.

Cetera Investment Services, LLC, representitives do not provide legal, estate planning, or tax advice.

Lavelle and Finn, LLP is not affiliated with Cetera Investors.

Date and Time

Wed, Oct 06, 2021

6:00p - 7:00p EST

Location

Zoom Webinar

PT1H

Event Registration