Financial Planning and Estate Planning for your low/ moderate income clients.
Wednesday, November 2nd
8:30 am - 12:00 pm
1701 N. Gay St, Baltimore, 21213
Come and learn about the resources available for both financial and estate planning on a tight budget. Although many of our clients have limited income levels, it is important to have a financial plan. There ARE resources out there for folks even though they may not have tons of cash. Furthermore, many people don't realize how important it is to have an estate plan (will, medical directive, beneficiary designation etc) and what can happen if you don't have one!!
Brian Kuhn, CFP, will share financial planning options for the individual/ family with a limited income.
Susan Francis (Maryland Volunteer Lawyer Service) and Natalie Grossman (Baltimore City Bar Association) will provide important information on estate planning.
Come to learn about these important and relevant topics that your clients (and you!) can and should take advantage of!
Continental breakfast provided.