Planning Priorities: Optimizing Your Estate To Achieve Your Goals

8933 Lincoln Highway,Irwin PA 15642

22 March, 2023

Description

Please join us for an informal evening to discuss and identify your planning priorities as you head into your 40s and beyond. We will have three trusted professionals sharing information about important considerations to help ensure that you and your loved ones are taken care of throughout your lives. The discussion will start with Julie Snyder, CFP from Duncan Financial Group will give an overview of investing fundamentals, tax treatment of assets and how to avoid common pitfalls in the integration of financial planning. Adam Slivka of the Slivka/Reilley Team of 21 Fairways Real Estate will examine the factors to consider and whether it may be beneficial to leverage your home's equity to upgrade your lifestyle and create passive income. Colleen Bratkovich, Esquire and Partner at Zacharia Brown will round out our speakers by discussing how your Elder Law and Estate Planning attorney can work together with other trusted advisors to develop strategies for preserving and protecting your hard earned life savings, building on the foundation of a well drafted and detailed estate plan. **Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC and its subsidiaries are separate entities. 311 Main Street, Irwin, PA 15642** Thank you so much!