Planning for the Unexpected: Protecting What Matters Most

When life changes suddenly, preparation makes all the difference.

Join Long Hagan Huff-Harris for a free and informative evening featuring local professionals who will share real-life stories and practical strategies for protecting your family, your assets, and your peace of mind. From estate and tax planning to insurance and long-term care, this session will cover how proactive planning today can help you weather the unexpected tomorrow.

Enjoy wine, beer, and cheese while connecting with members of the South Shore community in an intimate, conversational setting.

📅 Date: Thursday, November 6, 2025
🕔 Time: 5:00–6:00 PM
📍 Location: Long Hagan Huff-Harris Office
24 Bay Road, Duxbury, MA 02332

What You’ll Learn

• How to identify key legal and financial planning gaps before they become problems
• The role of insurance in protecting your family and assets
• Lessons from a real-life case study illustrating the cost of poor planning
• Practical steps you can take today to prepare for the unexpected

Meet the Presenters

Nancy McAloon — Insurance Advisor, New York Life

Nancy McAloon specializes in asset protection through life, disability, and long-term care solutions. Appointed with 56 carriers across 27 states, she helps individuals and business owners design comprehensive protection strategies tailored to their unique goals and budgets.
Nancy’s mission is simple: to make financial decision-making clear and approachable while helping clients build lasting security for the future.

Sean A. Hagan, Esq., LL.M. — Partner, Long Hagan Huff-Harris

Sean Hagan has a knack for making complex things easy. As a Partner at Long Hagan Huff-Harris, he helps Massachusetts families and business owners protect what they’ve built through estate and tax planning, trusts, and estate administration. Sean combines technical expertise with empathy, guiding clients through major life decisions with clarity and care.
A South Shore native, Sean holds a J.D. from Suffolk University Law School and an LL.M. in Taxation from Boston University School of Law. He serves on the boards of the Plymouth Chamber of Commerce, Duxbury Chamber of Commerce, and the In Control Family Foundation.

Jeff Helm, LIA, CIC — Alera Group

Jeff Helm is a Licensed Insurance Advisor (LIA) and Certified Insurance Counselor (CIC) with Alera Group, one of the nation’s largest private commercial agencies. With decades of experience in both company and agency ownership, Jeff works closely with accountants and attorneys to identify and manage risk for construction firms, nonprofits, assisted living facilities, and more.
A dedicated community leader, Jeff has served on numerous nonprofit boards and was named Norwell’s “Citizen of the Year.” He’s also an avid cyclist and long-time participant in the MS Cape Cod Getaway and Ride to End Alzheimer’s.

Kevin Borst — Licensed Insurance Agent, Safe Harbour Insurance

Based in Plymouth, Kevin Borst has been helping Massachusetts residents find the right home, auto, and umbrella insurance coverage since 2012. Known for his client-first approach and exceptional attention to detail, Kevin balances close personal service with access to a wide range of competitive insurance options.
A graduate of UMass Boston, Kevin lives in Plymouth with his wife and four children.

Event Highlights

• Learn from four experienced professionals in estate planning and insurance
• Participate in a guided discussion featuring a real-life case study
• Network with local residents and professionals over wine, beer, and cheese
• Leave with actionable next steps to protect your financial future

Reserve Your Spot

This event is complimentary, but seating is limited.

Register now to save your spot and join us for an evening of valuable insights, conversation, and connection.