Loading Events

« All Events

  • This event has passed.

In-Person: Spring into Action with an Estate and Financial Planning Check-Up

May 24 @ 6:00 pm

Free

Now is an ideal time to review your estate and financial plans, and identify any gaps in preparing for a more secure future for yourself and generations to come. Join us for an engaging panel discussion around:

What to consider when creating your will
-The benefits of trusts in estate planning
-How to help reduce taxes on your estate
-Long term care planning, and how insurance can protect your family

Panelists: Judi McAnaw, Financial Advisor, Edward Jones; Lauren C. Enea, Esq. Enea, Scanlan & Sirignano, LLP; Meredith Byrne, Cemetery Operations Manager, Westchester Hills Cemetery.

This is an In-Person program at the library. Registration is required. Please register HERE or on our online calendar or call the library in order to have access to these meetings.
The Somers Library ~ (914) 232-5717 ~ www.somerslibrary.org
Our programs are supported by the Friends of the Somers Library through our patrons’ generous contributions.

Venue

Somers Library
82 Primrose Street
Katonah, NY 10536
+ Google Map
Phone:
914-232-5717
View Venue Website