Event Details

Client Conference Call - Estate Planning Discussion

Date: July 17, 2019
Time: 12:00pm-1:00pm

 

Many, many of you have questions about estate planning, so we’re devoting our July 17 client conference call to the subject. Call-in details are below.

We’ll have two experts on hand—our wonderful Estate Planning Attorney partners, Loulena Miles and Miguel Torres. Some things they’ll cover include:

  • How easy it is—and how thoughtful for your loved ones—to designate trusted individuals to make medical and financial decisions on your behalf if you’re ever incapacitated
  • Why new parents absolutely need to name someone who will raise the kids if they are unable and have a financial plan for that care
  • How estate plans can be as creative as you need to take care of your dependents and other loved ones, including pets, in the way you wish

Loulena and Miguel will also be happy to answer questions during the hour. You can email your questions prior to or during the call.

We hope you can join us, by phone or in person, and learn more about why everyone needs estate planning, regardless of the size of your “estate.” And more importantly, discover how it’s a win-win for you and those you love.

To join our meeting from your computer, tablet or smartphone please use the following link: https://global.gotomeeting.com/join/742235869

Teleconference lines:
United States (Toll Free): 1 877 309 2073
United States: +1 (646) 749-3129

Access Code: 742-235-869

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.