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Estate Planning Workshop: Growing and Protecting Your Wealth

6:30 PM to 8:30 PM (EDT)
Berlin, MA

Sign Up Here

Growing and Protecting Your Wealth is a relaxed and interactive dinner event.

Financial Advisors with Scott Advisory Group and Attorneys from The Parents Estate Planning Law Firm, PC will focus on the importance of estate planning as it relates to your family’s financial well-being. Growing and Protecting Your Wealth is a relaxed and pleasant way to break down important topics that you may have been avoiding.

This event is perfect for those with young children wanting to ensure that their children and assets are protected if the unthinkable happens, as well as those closing in on retirement and preparing for the next phase of life.

We’ll discuss ways for you to manage your wealth effectively and how to pass it to heirs efficiently. Learn real, actionable techniques to help ensure that your heirs aren’t faced with huge tax burdens, messy public probate procedures, or conflict around assets in the event of a sudden illness or accident. You will also learn how to manage your wealth so that you can have a successful retirement, without burdening your children with the daunting task of financing your later years.

There will be opportunity to ask questions, set up personalized meetings with the professionals, and to gain a point of contact for questions that may arise later.

Enjoy a buffet style dinner and refreshments included with your ticket.  We’ll also have a cash bar. Tickets are $28 each or two for $48. 100% tickets proceeds benefit Household Goods, Inc. in Acton, MA. Household Goods, Inc. provides a full range of donated furniture and household items to help people in need make a home.

We encourage you to bring your spouse, partner, or a friend.  

Clients of either practice may RSVP by contacting us directly for no-charge entry

Scott Advisory Group
550 Cochituate Rd.
East Wing. Suite 25
Framingham MA 01701

The Parents Estate Planning Law Firm, PC
289 Great Rd.
Acton, MA 01720

SagePoint Financial, Inc., is not affiliated with The Parents Estate Planning Law Firm

Check the background of this firm/advisor on FINRA’s BrokerCheck.