Planning for the Future: Essential Estate Planning and Financial Priorities

431 Cochran Road,Pittsburgh PA 15228

19 April, 2023

Description

Are you putting off your Estate and Retirement Planning? If it is because… You don’t know how to start the process; You think it is too much work; It stresses you out! Then we have the perfect event for you! Please join Zacharia Brown attorney and partner, Christine Brown Murphy and Melissa Stein, CFP®, CRPC of Stein Wealth Advisors for a FREE informal gathering and Q&A opportunity about essential estate planning documents and how your financial advisor and attorney can work together to provide clarity on your ability to retire and create a lifetime income plan to preserve and protect your life savings. Christine Brown Murphy, Esquire, will give an overview of the essential estate planning documents and discuss strategies for preserving and protecting your hard earned life savings, while building on the foundation of a well drafted and detailed estate plan Melissa J. Stein, CFP®, CRPC will discuss how your financial advisor can guide you as you approach retirement to provide clarity on your ability to retire, including calculating how much to save in order to create a paycheck that will last a lifetime. She will focus on the specific steps to creating a lifetime income plan and detail how to properly maintain that plan over time in tandem with a well drafted, detailed estate plan that considers any future long term care needs. THIS IS A FREE EVENT - Light snacks and refreshments will be provided.