About this Event
JOIN US TO CELEBRATE OUR NEW CONSULTANCY AND LEARN HOW TO BETTER UNDERSTAND AND MORE EFFECTIVELY NAVIGATE THE COMPLEX WORLD OF TRUSTS AND ESTATES PLANNING THROUGH FINANCIAL EDUCATION
Make More Informed and Confident Decisions Knowing All of Your Options
Deborah Pratt Burns, personal finance educator, wealth accelerator, and prosperity mentor, has launched a first-of-its-kind Financial Education and Estate Planning Consultancy as part of Literacy to Legacy Mentors, her financial education and prosperity mentoring company. Her mission is to provide comprehensive and affordable financial education and trusts and estates, elder care, and real estate legal services to GenZ’s, Millennials, and Baby Boomers.
WHO:
Deborah Pratt Burns, Personal Finance Educator, Wealth Accelerator, and Prosperity Mentor. Founder: Literacy to Legacy Mentors and Financial Education and Estate Planning Consultancy. Experienced Power of Attorney and Executor
WHAT:
Open House Launch Celebration for Burns’s Financial Education and Estate Planning Consultancy. Meet Burns, Her Law Partners, and Learn More About
Their Comprehensive Portfolio of Services
Amanda C. Burns, Esq. – Trusts and estates and real estate attorney
licensed in Connecticut and New York, and based in Greenwich,
Connecticut.
Harold A. Bollaci, Esq. – Trusts and estates and elder law attorney
licensed in New York and based in Westbury, Long Island.
Founding Law Partner of Literacy to Legacy Mentors in 2021.
Frederick T.A. Bollaci, Esq., MBA – Trusts and estates and real estate attorney
licensed in Florida and based in Sarasota. Founding Law Partner of
Literacy to Legacy Mentors in 2021.
WHEN:
Thursday, April 30, 2026, from 5:00 p.m. to 6:00 p.m.
WHERE:
Office Evolution, 500 Post Road East, Westport, Connecticut
WHY:
“My mission is to help our clients to better understand the estate planning
process and make more informed and confident decisions knowing all of their options,” said Burns. She added, “With the Great Wealth Transfer currently underway, an unprecedented intergenerational shift of trillions of dollars, individuals, couples, and families are seeking expert help and we stand ready to meet that growing need.”
According to CNBC, “open discussions about financial literacy and family legacy planning play a significant role in preparing the next generation to responsibly manage inherited wealth.”
ABOUT LITERACY TO LEGACY MENTORS:
Burns founded Literacy to Legacy Mentors https://literacytolegacymentors.net to educate, inspire, and motivate young adults, mid-career executives, entrepreneurs, and retirees, to transform their relationship with money and achieve financial freedom. Her one-to-one mentoring services and wealth accelerator education series, incorporate behavioral finance principles with motivational and spiritual practices, drawing on twelve years of wealth management industry experience, working with U.S. Trust, and Rockefeller & Co., Inc.
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Event Venue & Nearby Stays
Office Evolution - Westport, CT, 500 Post Road East, Westport, United States
USD 0.00
