Getting Organzied for Peace of Mind

Presented by Charlie Joseph from Janney Montgomery Scott. Learn about important financial planning topics including beneficiary designations for wills, trusts, retirement plans and life insurance, locating and organizing your financial documents, life insurance reviews, investments, health care proxies, long-term care insurance, and more. Lite fare and wine will be served. Did you already attend session 1? Each one of Charlie’s presentations is a bit different. Bring questions you wanted to ask last time, but didn’t! FREE AND OPEN TO THE PUBLIC. LIMITED SEATING – YOU MUST SIGN UP.