Come Together, Right Now – a conversation with Financial Planners

Come Together, Right Now– Let’s come together to discuss planning needs of our clients: securing a secure retirement for our clients, investment options and financial management, estate and business planning- changes on the horizon, planning for the modern family, planning for a child or dependent with Special Needs. Coordinated support will ensure the best outcomes for our clients and the long term health of our practices.

Presented by Lori Epstein, JD and Liam O’Brien of FortisLux

Presented online via Zoom

This program is free, but registration is required to receive the Zoom link.