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Education
Financial Planning and Legacy Planning
You've worked hard to make a life for yourself and your family. You want to ensure that the assets that are most important to you are properly passed to those most important to you. The financial planning professionals at Rise Private Wealth Management will present a presentation on legacy planning at the Durgin Center on June 28 to help you achieve that peace of mind. You may be asking yourself - why is legacy planning right for you? Having a legacy plan can provide: · Improved family relationships · Increased financial confidence · Greater success in transferring wealth to future generations · Less fighting and confusion after you’re gone Legacy planning is about passing on what you think is essential to the people or causes closest to you and future generations. It can give you the resources and knowledge to help you align your legacy goals with your values. We ask that you sign up in advance by calling the Durgin Center (207) 941-2865 so we know how many people to expect
- Location
- Durgin Center
- Date
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- Friday, June 28, 2024
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In-Person
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