PURPOSEFUL PLANNING - How to Build, Protect and Transfer Your Wealth

PURPOSEFUL PLANNING - How to Build, Protect and Transfer Your Wealth

Join us for an informative event on how to effectively manage your wealth! Learn valuable strategies on building, protecting, and transferring your assets.

Here's What You Will Learn:

BUILD

• Goal-based financial planning strategies
• Saving and Investing for Retirement

PROTECT

• Safeguarding Assets from Medicaid & Long Term Care Costs
• Key Docs to Maintain Control over Legal and Health Decisions

TRANSFER

• The Benefits of a Trust
• How to Avoid Probate
• Minimizing Family Fights

SPEAKERS:

VERELINE McCLANEY, Financial Advisor, Registered Representative |Lincoln Investments

ROBERT D. HOSKINS, ESQ., Hoskins Life & Legacy Planning, P.C.

SHARON T. HOSKINS, ESQ., Hoskins Life & Legacy Planning, P.C.

This in-person event will be held at the John J. Byrne Community Center | UNIONDALE. Don't miss out on this opportunity. Secure your spot now!

---------------------------------------------------------------------------------------------------

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Tax or legal services are not offered through, or supervised by, The Lincoln Investment Companies.

Hoskins Life & Legacy Planning, P.C., are independent and not affiliated with the Lincoln Investment Companies.

Event Venue & Nearby Stays

John J. Byrne Community Center | UNIONDALE, 925 Jerusalem Avenue, Uniondale, United States

Concerts, fests, parties, meetups - all the happenings, one place.

Get App