Speaker: Lynn Campisi, J.D. LL.M., Lynn Campisi, P.C.
Tuesday, May 14, 2019 from 6:30 to 8:15 PM at Greystone Golf & Country Club – Founder’s Clubhouse
Join us as LYNN CAMPISI, J.D., LL.M., teaches on the process of Estate Planning. Focusing on the PROPER TITLING AND BENEFICIARY DESIGNATIONS for your assets, Lynn will provide estate planning hints and tidbits which enable your heirs to AVOID PROBATE WHEN POSSIBLE and to SIMPLIFY THE PROBATE PROCESS when needed.
Everyone needs a will, but according to the AARP more than 60% of Americans do not have one. As people age, having proper estate planning documents is even more important. Learn how your assets should be titled, the best way to complete your beneficiary designation forms, how to avoid costly and common mistakes, and much more during this workshop led by a Certified Elder Law Attorney.
All events are for educational purposes only; no products or services will be sold.
Securities Offered Through Triad Advisors, LLC Member FINRA/SIPC
Advisory Services Offered Through Meld Financial Inc.
Meld Financial Inc. and Triad Advisors, LLC Are Not Related