Be Our Guest!
Two Free Sessions Available
Monday, June 11, 2018, 10:00–11:00 AM and 1:00-2:00 PM
Hynes Convention Center (at Nutrition 2018), Boston, MA
Conducted by UBS Financial Services, Inc.
For many, the gifts our families leave us can't be measured in dollars. Your family values, your work ethic, your charitable efforts may be the gifts you also hope to pass on to your loved ones. When it comes to creating a lasting legacy, a well-structured estate plan should be your first step. Please join us for an informative discussion on the importance of creating an estate plan that addresses your family values and charitable passions, as well as a number of wealth transfer strategies. Topics covered will include:
• Estate Planning in Plain English
• Benefits of a Living Trust
• Helping Family Members Avoid “Sudden-Wealth Syndrome”
• Using Charitable Gift Planning to Maximize Your Income and Minimize Your Income
Taxes
Family members are encouraged to attend. Seating is limited. Reservations/RSVPs are requested.