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Spring Forward: A Checklist for Your Estate & Financial Plan
March 22 @ 9:00 am - 10:00 am
When was the last time you updated your estate and financial plan?
Join Cona Elder Law Senior Partner Melissa Negrin-Wiener to review these items on your spring cleaning checklist:
🌷 How have your assets changed?
🌷 Has your family changed (births, marriages, divorces, deaths)?
🌷 Are you satisfied with your current beneficiaries?
🌷 Has your health changed?
🌷 Are you on track for retirement?
🌷 Have you prepared for the unexpected?
