Here’s to your future – how advanced estate planning can benefit you and your family.
ADVANCED ESTATE PLANNING | WEDNESDAY, OCTOBER 9 | 5:30-7:00 PM
FREE Fiscally Fit seminar series continues
Join us for SBW Wealth Management’s next Fiscally Fit seminar on Wednesday, October 9, 2019 at 5:30 pm when SBW Wealth Management welcomes guest speaker and Estate and Trust Planning attorney Pamela P. Little* who will discuss:
- Ways to minimize or eliminate estate taxes
- The benefits of setting up an irrovocable trust
- How to protect your assets and create an ongoing legacy for future generations
- And much more.
This seminar will be held at 84 Marlboro Street in Keene. Please note – you must register to attend.
To register, fill out the form on this page or call Samantha Monson (603) 355-1674.
*Independent practitioner not affiliated with Infinex or SBW
Be sure to save the date for our next Fiscally Fit seminar on Wednesday, November 13 – Social Security Planning and Managing Healthcare Costs