Don’t Fear the Reaper 💀 October 23, 2024
By Kimberly Campagna • September 10, 2024
Don’t Fear the Reaper: What Baby Boomers need to know about wills, heirs, and estates
Wednesday, October 23, 2024
Estate planning sends shivers down the spines of even the bravest among us. But not having a plan can forever haunt your loved ones!
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.
During this special dinner event you’ll discover how to:
- 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!
Event Details
Date and Time:
Wednesday, October 23, 6 to 8:30 pm
Location:
Crissey Farm
426 Stockbridge Road, Great Barrington, MA
Cost:
$25 per person, cash bar available
Included in your reservation:
A delicious three-course meal featuring salad, a seasonally-inspired buffet, and chocolate stout cake and fresh pies for dessert, plus presentations, discussions, and activities.
Best for:
Retirees and (aspiring retirees) who want to ensure their assets pass smoothly to their heirs. We encourage you to bring your adult children or heirs, or your parents!
Reservations:
Reservations are required. Tickets are available through Sunday, October 13, or until supplies run out.
Make your reservation online via Eventbrite or by calling (413) 997-2006.
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.
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
Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal.
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