Financial Workshop Series with Peter Hoffman

Monday, October 21st, 7 – 8:30 pm

Session 2: Estate Planning: An Introduction to the Essentials

Estate Planning is not just for seniors and the wealthy! Even new parents have critical estate planning needs. Estate Planning is the way to ensure that what is important to you happens when you are no longer around or are not able to speak for yourself. No matter what your life situation, you have estate planning needs that you owe yourself ‐ and your family ‐ to understand. It can mean the difference between passing on a legacy – or a tax bill – to your heirs.

Topics include:

  • What is a will? What is a trust?
  • The critical estate planning documents everyone needs
  • Why estate planning is especially important for young parents
  • How estate planning affects your investment strategy

Program is free and open to the public.

All programs presented by Peter Hoffman, MBA, CFP, RLP, a Certified Financial Planner professional with Orion Wealth Advisors in Lexington. Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor.


Author: rcallaghan
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