You've prepared for your wealth. Is your wealth prepared for you?
At this seminar, we will discuss:
- Are you properly invested and prepared for the current market volatility?
- "Your Money & You" style Q&A with co-host Kurt Carlson
- Keys to taking care of your wealth so it can efficiently pass to your heirs
- What you need to know to protect your money from critical planning mistakes
- Strategies to improve your net worth
- Important roles and responsibilities in the estate planning process
- An introduction to Hefren-Tillotson and our approach to client service
Unable to attend? Have a question? Prefer a one-on-one meeting?
Contact Kurt or Rob directly at 412-633-1514 or email@example.com