Inside the Fort: Estate Planning 101

Estate planning can be a tricky subject to navigate, which is why we decided to hold a seminar this summer with our friend Michelle Conti of Conti Law LLC. The session drew quite a crowd, and many important topics were discussed. We debunked common misconceptions, explained the various documents you should have in order, went through what will happen after you pass and more. See below for a few photos from the event.

If you have any questions about the estate planning process and were unable to attend the seminar, don’t hesitate to reach out to an advisor. We also have a helpful handout with more detailed information we’d be happy to share.

Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

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Savvy Social Security Planning: Basic Rules and Claiming Strategies

Thu, Oct 15, 2020 12:30 PM – 1:30 PM EDT

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