Financial Seminar: Creating Your Estate Planning

7419 Post Road,North Kingstown RI 02852

20 October, 2022

Description

Join Edward Jones Financial Advisor, Ronda Warrener, and McCarthy Law Attorney Daphne Robson for a complimentary, informational workshop designed specifically to discuss how you can help maximize the assets you pass to the ones you love. Ronda and Daphne will be working through how a team of professionals can help you talk through some of the most key and sensitive decisions in your life. They will be discussing the basics of planning for your estate-such as wills, trust and life insurance. The goal of the workshop is to have you feel comforted by the fact that professionals are in your corner to advocate for you and your family. Beverages and light refreshments will be served. Wine donated by Gooseneck Vineyards.