Broker Check
16 July
Why Estate Planning? Why Now?


Come to this workshop and learn:

-What your family could face if you die without an estate plan
-Why an outdated estate plan could be worse than no estate plan
-What you need to know before naming an IRA beneficiary
-How changing tax laws could blindside you or your heirs
-How to know if your estate plan needs to be updated
-How to get started creating or updating your estate plan

Please log-in 5-10 minutes early.

Bill Romeo is not an Estate Planning Attorney and only offering financial Estate Planning advice.  Please consult a qualified Estate Planning Attorney for your particular situation. 


Date and Time

Tue, Jul 16, 2024

6:30p - 7:30p EST


Everest Matthews Webinar

2544A Plantation Center Drive
Matthews , NC 28105
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Event Registration