Learn how to protect your family with an estate plan before it's too late. Start by attending one of our free estate planning and elder law seminars! 

  

 
FREE SEMINARS: The Essentials of Wills and Trusts
 
Spring is here, and it’s the perfect time to take action for your future. Don’t let another month pass by without protecting what matters most. As life moves quickly, securing your family’s future should be at the top of your list. Trust our expert attorney, Michael Monteforte, Jr., to guide you through Wills and Trusts with care and clarity. Take charge now to ensure your loved ones and hard-earned assets are protected, no matter what comes next.

 

Location: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801

Upcoming Seminar Dates:

  • May 22, 2025  | Time: 9:30 AM – 11:00 AM EST

Enjoy $500 off your estate plan, light refreshments, Q&A + more!

Why You Should Attend:

✅ Unexpected Tragedy Could Happen Anytime: Accidents, illness, and sudden events can change everything in an instant. Without a plan, your family could be left scrambling to make sense of it all.

✅ Make Your Wishes Clear: Avoid confusion or heartbreaking decisions during the most difficult times. Ensure your loved ones know exactly what you want.

✅ Protect Your Assets: Learn the difference between Wills and Trusts and how to shield your wealth from mismanagement or being drained by estate taxes.

✅ 4-Step Asset Protection Plan™: Estate planning doesn’t have to be stressful. Our exclusive 4-Step Asset Protection Plan™ makes the process simple, clear, and tailored to your needs.

What to Expect:

🎁 Exclusive Offer: Every attendee will receive $500 off a personalized estate plan - a valuable opportunity to invest in your family’s future. Plus, bring a friend and receive an additional $150 off!

🔍 Interactive Q&A: Ask your personal questions and receive tailored advice directly from Attorney Michael Monteforte as you prepare for the future.

☕ Complimentary Refreshments: Enjoy light refreshments in a relaxed, engaging environment while learning how to secure your legacy.

Space is limited, and our events sell out quickly - secure your spot now!

FREE SEMINAR: Retirement Planning for Different Life Stages

Join us for an exclusive seminar designed to provide you with the critical insights you need to plan your retirement through various life stages. Whether you're just starting to save or nearing retirement, this event will help you create a strategy that suits your unique needs. Featuring expert speakers Ryan McSheffrey, President and Financial Consultant at Mill City Financial Partners, and Michael Monteforte, CEO and Managing Attorney at Monteforte Law, P.C.

 

What You'll Learn:

  • Understanding the Markets: How economic conditions affect your retirement.
  • Income Planning: Strategies for ensuring a steady income during retirement.
  • Estate Planning: Learn how to protect your wealth and provide for your loved ones.
  • Additional Insights: Gain tips on tax planning, asset management, and more.

 

Event Details:

  • Date: May 7th, 2023
  • Time: 06:00 PM – 08:00 PM
  • Location: Seasons 52 Restaurant
, 6 Wayside Rd, Burlington, MA 01803

 

Why Attend?

  • Complimentary Food & Drinks: Enjoy free food and drinks while learning valuable financial insights.
  • Interactive Q&A: Engage with experts to have your questions answered in real time.
  • Valuable Networking: Meet others who share your retirement planning goals.

Secure your spot today! This event is completely free, but spots are limited. Don’t miss out on the opportunity to learn how to secure your financial future.

 

FREE WEBINAR: The Essentials of Wills and Trusts

Skip the boring legal jargon and join us for "The Essentials of Wills and Trusts," a webinar that makes protecting your family’s future simple and stress-free. Michael Monteforte Jr., an estate planning attorney with 20+ years of experience, will break it all down in a way that’s easy to understand - no legal background required! Plus, you can tune in from anywhere and finally check “get my estate plan done” off your to-do list.

📅 May 13th, 2025 |  12:00 PM – 1:30 PM EST
📍 Live on Zoom

What You’ll Learn:

✅ Healthcare Directives for Protection: Ensure your medical wishes are honored with Healthcare Proxies and Living Wills.
✅ Planning for the Unexpected: Be ready for life’s curveballs with a comprehensive estate plan.
✅ Avoiding Legal Nightmares: Discover how to keep your loved ones out of probate court and protect your assets.
✅ 4-Step Asset Protection Plan™: Our exclusive, stress-free approach makes estate planning easy, clear, and tailored to you.

 

What to Expect:

- Exclusive Offer: Attendees receive $500 off a personalized estate plan. Invite a friend, and you’ll get an extra $150 off!

- Live Q&A: Get your estate planning questions answered by Attorney Michael Monteforte Jr.

Register now and take the first step toward securing your family’s future!

  

Fill Out the Form Below to RSVP