Making Your Personal Financial Plans Matter

Join Financial Counselor Ray Martin of Crescent Hill Partners LLC and Attorney, Tara Anne Pleat, of the law firm Wilcenski & Pleat PLLC, for an interactive discussion that will focus on “Financial plans that can make a difference for you and your family.” Specifically, they will address: • Three documents everyone should have, and two documents everyone should consider • Five reasons everyone should consider a Trust • Designations that override your Will • Considerations in paying for long term care • 12 things you shouldn’t keep in a bank’s Safe Deposit Box. The goal is to provide attendees with practical tips and guidance regarding issues that impact their personal, financial and estate plans. This informational seminar is free and is hosted by The Wesley Foundation. Refreshments will be provided. To register, please call 518-691-1420 or email foundation@thewesleycommunity.org.