Broker Check
11 July
Why Estate Planning? Why Now?


Most everyone has these common concerns and goals when it comes to Estate Planning:
-Ensure sufficient income for surviving spouse
-Divide property equally or fairly among children
-Assure ongoing care for special-needs child
-Save taxes
-Prepare beneficiaries
-Plan for business succession
-Support favorite charities

As an attendee of this presentation, you will also learn the 6 parts to an effective Estate Plan!

Bill Romeo is NOT an Estate Planning Attorney.  Please consult an attorney for any specific legal needs that you feel need to be addressed after attending this program.

Date and Time

Tue, Jul 11, 2023

6:30p - 7:30p EST


Everest Retirement Planners office and via Webinar

2544A Plantation Center Drive
Suite A
Matthews , NC 28025
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Event Registration