About this Event
Become a master of the macabre.
Whether you're retired or soon to be retired, we invite you (and your adult heirs) to join us for this informative and spirited evening at Crissey Farm in Great Barrington, MA.
- protect your assets from taxes and probate
- broach the difficult topics of death and inheritance
- organize your mess of estate documents
- ensure your wishes are honored
- and more!
Estate planning nightmares, meet the dream team.
We're bringing together financial advisors, CERTIFIED FINANCIAL PLANNERS®, and an attorney specializing in estate matters to answer a wide variety of questions that tend to keep retirees up at night.
All treats, no tricks.
Enjoy a seasonally-inspired meal as you discover how to protect your legacy through wills, trusts, and other avenues and master macabre subjects such as funeral arrangements, medical directives, and inheritance.
Everyone will leave with:
- tools to try at home
- an estate binder
- an appointment for a private consultation
- and a Halloween goody bag.
What you won't get:
- a guilt trip
- a sales pitch
- an earful of complex financial and legal jargon
TAKING THE "GRIM" OUT OF "GRIM REAPER"
We understand that estate planning is a difficult topic for many.
With that in mind, we're determined to the keep the evening light with spirited conversations, delicious treats, and a little Halloween magic.
In other words: expect a party, not a funeral.
Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal.
Adviser is not licensed to provide and does not provide legal, tax or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals
Event Venue & Nearby Stays
Crissey Farm, 426 Stockbridge Road, Great Barrington, United States
USD 25.00
