Sip and Secure: Wealth, Wills and Real Estate

Please join attorney Christine Brown Murphy, Financial Advisor Ryan McNamara, CLTC and luxury Real Estate Agent Melissa Spergel for an informal evening to discuss and identify your planning priorities as you head into your 40s and beyond. We will discuss how your Estate Planning attorney can work together with trusted advisors to develop strategies for preserving and protecting your hard earned life savings; how to plan retirement and the higher education needs of your children by identifying specific investment goals; and concluding with a discussion on real estate, including your primary residence, 2nd homes and real estate rental income and how real estate can be utilized for investment purposes.

To register:  https://lp.constantcontactpages.com/ev/reg/dq5bmb3/lp/790ec604-3d10-4aab-a3a9-43d638c8916a