Event Details

Smarter You: Estate Planning

Date: March 22, 2024

Time: 12:00pm-1:00pm

Having an estate plan in place is vital and goes far beyond the traditional last will and testament. You need to have in place critical documents such as an advanced health care directive, if you are a parent or caretaker, you also need guardianship outlined in the event you are unable to do so. It isn’t the most pleasant task, but it is paramount as far as protecting yourself, your loved ones, and all you have worked so hard on to achieve. Let’s get a plan in place together.

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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.