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Estate & Retirement Seminar
June 1, 2017 @ 5:30 PM (EST) - 7:00 PM (EST)
The Saint Agnes Foundation is very pleased to partner with Estate Planning attorney, Cheryl A. Jones, with Pessin Katz Law, P.A. (PK Law) and Amanda Wilhelm, Principal with SC&H Financial Advisors, to share tips and techniques for effective estate and retirement planning. Please join us for a complimentary educational sessions to help you and your family prepare for the future.
Estate Planning Attorney Cheryl Jones and Tax Professional Amanda Wilhelm will address Planning for Retirement–Financial and Legal Issues:
- Basic Estate Planning Documents
- Retirement Planning – The Basics
- Powers of Attorney
- Estimating Your Retirement Income Needs
- Health Directives
- Saving For Retirement
Space is limited, so please RSVP to email@example.com or 667.234.3155.