PURPOSEFUL PLANNING - How to Build, Protect and Transfer Your Wealth
Join us for an informative event on how to effectively manage your wealth! Learn valuable strategies on building, protecting, and transferring your assets.
Here's What You Will Learn:
BUILD
- Proven financial planning strategies
- Saving and Investing for Retirement
PROTECT
- Safeguarding Assets from Medicaid & Long Term Care Costs
- Key Docs to Maintain Control over Legal and Health Decisions
TRANSFER
- The Benefits of a Trust
- How to Avoid Probate
- Minimizing Family Fights
SPEAKERS:
VERELINE McCLANEY, Financial Advisor, Registered Representative |Lincoln Investments
ROBERT D. HOSKINS, ESQ., Hoskins Life & Legacy Planning, P.C.
SHARON T. HOSKINS, ESQ., Hoskins Life & Legacy Planning, P.C.
This in-person event will be held at the John J. Byrne Community Center | UNIONDALE. Don't miss out on this opportunity to gain insights from experts in the field. Secure your spot now!
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Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Tax or legal services are not offered through, or supervised by, The Lincoln Investment Companies.
Hoskins Life & Legacy Planning, P.C., are independent and not affiliated with the Lincoln Investment Companies.
