Broker Check
Mary Jo Kerrigan
Mary Jo Kerrigan
Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
21 May
Estate Planning Strategies

Description

You have spent years working hard to build your assets.  Have you spent enough time planning how they'll be protected and distributed?

Join Mary Jo Kerrigan (financial advisor) and Tom Szieber, LL.M. (estate attorney) for an informative Estate Planning seminar to learn strategies that an help preserve your legacy, provide for your loved ones, and ensure your wishes are caried out.  

We'll cover essential topics like wills, trusts, powers of attorney, beneficiary designations, and strategies to consider when planning for the future distribution of your estate.

 

The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations and may not necessarily represent the opinions of Equitable Advisors, LLC and its affiliates. Neither Equitable Advisors, LLC nor any of its representatives are in the business of giving tax or legal advice. Attendees should consult with their own professional advisors to determine the appropriateness of any course of action.

Date and Time

Thu, May 21, 2026

7:00p - 9:00p EST

Location

Notre Dame Church - Williams Suite

359 Central Ave
North Caldwell, NJ 07006
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PT2H

Event Registration

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