Script Your Family's Future: Why You Need an Estate Plan is designed to help individuals understand the important role a well-executed estate plan can play in ensuring their strategy remains aligned with their goals. Seminar participates will learn more about how to formalize a retirement, estate, and succession plan, including: how to transfer your assets to the next generation, how to leave a charitable legacy, what to consider when planning for the unexpected (dementia, disability, etc.), and tools available to preserve and transfer your assets.

Registration is strongly encouraged, but not required.

Presented by Nicole Groskreutz, Financial Advisor at Edward Jones, and Brendan King, a Worcester area attorney with expertise in Estate Planning.