Getting Organized for Peace of Mind SESSION 2

Join Charlie Joseph from Janney Montgomery Scott as he educates you on beneficiary designations for wills, trust, retirement plans and life insurance, locating and organizing your documents, life insurance reviews, investments, health care proxies, wills and trusts, letters to a deceased individual’s employer, social security, insurance and credit card companies, receivables and liabilities and expense and income worksheets. LITE FARE AND WINE WILL BE SERVED. FREE AND OPEN TO THE PUBLIC! LIMITED SEATING. RSVP REQUIRED. FREE AND OPEN TO THE PUBLIC.