Estate Strategy Presentation at North Bellmore Library

Estate Strategy Presentation with Cona Elder Law and Edward Jones

Join Cona Elder Law Senior Associate Kristi DiPaolo, Esq., and Kyle Hauptman, Financial Advisor at Edward Jones, for an informative presentation on estate planning strategies. Join Us for Our Estate Strategy Presentation Series! What You’ll Learn:

• Estate planning strategies to ensure beneficiaries will inherit
• Strategies to preserve and protect assets
• Important estate planning d
• What documents are needed to name decision-makers to handle your legal and health care decisions
• Providing for minor children or for special needs
• Financial Planning for the expected, preparing for the unexpected and positioning your portfolio for both.

Whether you are just beginning to think about estate planning or looking to refine your current plan, this event will provide essential guidance to secure your future.