Estate planning attorney, Vanessa Terzian, will be conducting a workshop which will cover the following topics and much more:
-Assessing your financial situation
-Creating an estate plan to help protect your assets
-Current state of the law and potential effect on your estate
-Understanding risk and your tolerance for volatility
-Inflation: the biggest tax of all
-Asset allocation – the most important driver of performance
-What’s right for you? Creating an investment policy statement