You're invited
Estate Planning Essentials:
Your Legacy, Your Way
An evening seminar in Malvern. Choose the night that works for you.
Reserve my seatWhen
Tuesday, November 17
or Thursday, November 19
6:30 PM to 7:30 PM
Where
301 Lindenwood Drive
Malvern, PA 19355
Get directions
What we'll cover
- Where your assets go, and what controls it
- Beneficiary designations and why they matter
- What a revocable trust is, and how it works in plain terms
Your presenters
John Sanchez, MST, CLTC
Director of Financial Risk Management, Brandywine Insurance Group
John's 30-year career in financial services began at the Internal Revenue Service and continued through corporate accounting and investment management. Today he helps families build reliable retirement income from Social Security and other sources of fixed income and put in place the estate planning foundation that protects what they have built.
Doug [Last Name]
[Firm]
[Bio from Doug]
You're all set
We'll see you there.
301 Lindenwood Drive, Malvern, PA 19355