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Spring Forward: A Checklist for Your Estate & Financial Plan
March 22, 2024 @ 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?
