10tips Webinar


30 MINUTE WEBINAR: 10 Planning Tips from 35 Years in Practice

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Wednesday, August 15, 2018
12- 12:30 p.m


Whether you are new to estate planning and want to get started, getting ready to retire or already there- Lou Pierro will be sharing proven strategies that have helped thousands of our clients.

  • Establish the four essential documents for your estate: Will, Power of Attorney, Health Care Proxy and Disposition of Remains Appointment
  • Protect assets and set up a legacy for your family
  • Determine whether Trust planning is right for you and which kind of Trust fits your needs
  • Learn about options for long-term care and how to pay for it 

Joining a webinar is  fast and simple: 

1) Register
2) Get a link to the Webinar
3) No matter where you are, as long as you have internet access, you can open the link and tune in!