Broker Check
25 Oct
Lunch and Learn - Estate and Legacy Planning


Estate and legacy planning involves much more than having a last will and testament. It's a crucial part of retirement planning that can help you manage your financial affairs during your lifetime and control the distribution of your wealth after death. We can help ensure you have a comprehensive, well-thought-out estate plan. Join Investment Advisor Abbas Danesh, who will explain the techniques that are available to help protect your assets and your beneficiaries. Plus, he'll walk you through minimizing or possibly eliminating estate taxes, meeting your charitable goals, and transferring your wealth efficiently to the next generation.

Click here to learn more about estate and legacy planning.

Date and Time

Wed, Oct 25, 2023

1:00p - 2:00p EST


SAFE Building behind Scranton Financial Group

1921 Boston Post Road
Westbrook, CT 06498
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