Investing and Estate Planning 101 Location: High School - Room D118
Instructor: Conor Bryant & Ed Martin
Length: One night only
Date: October 30
Day & Time: Wednesday, 6:00-8:00p
Fee: $10
Don’t leave your heirs a mess! Are you wondering if you have set your investment accounts up properly and have the appropriate estate documents in place? Or are you just starting out with a new family and want to know if you have everything set up appropriately. Learn how to best plan for wealth accumulation, insurance needs, college expenses and to learn about the estate planning documents all parents need including wills, power of attorney, health care proxies, living wills, trusts, and long-term care planning. Conor Bryant is a CERTIFIED FINANCIAL PLANNER™ and Ed Martin is a Principal Attorney at Lavelle & Finn, LLP and focuses his practice on estate planning and business law. Limit of 25 students.