Learn how to protect your family with an estate plan before it's too late! 

 

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 works for your unique needs. We’ll also cover essential topics like identity theft and cybersecurity, with a special presentation by Tom McNamara, Regional Vice President at Eagle Life and our event sponsor. You'll hear from a top team of market analysts, strategists, and estate planners - all ready to help you protect your future.

What You'll Learn:

  • Understanding the Markets: How economic conditions affect your retirement.
  • Income Planning: Strategies for ensuring a steady income during retirement.
  • Cybersecurity & Identity Theft Protection: How to safeguard your financial information and prevent fraud
  • 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: October 23, 2025
  • Time: 06:00 PM – 08:00 PM
  • Location: Seasons 52 Restaurant, 6 Wayside Rd, Burlington, MA 01803

Featuring Expert Speakers:

  • Ryan McSheffrey, President/Financial Consultant, Mill City Financial Partners
  • Michael Monteforte, CEO & Managing Attorney, Monteforte Law, P.C.
  • Tom McNamara, Regional Vice President, Eagle Life

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. 

Estate Planning  for Blended Families 

Life can be complicated with a blended family, whether that involves adopted and biological children, stepchildren or divorces and remarriages. And things only get more complicated when someone passes away. That’s why it’s so important to have an up-to-date estate plan. 

Don’t leave your heirs and beneficiaries a big mess to clean up along with their inheritance. Whether you want to keep your ex-spouse from so much as breathing near your assets, want to make sure your adult stepchildren are included in your estate plan, or just want to save your loved ones from fighting with each other and the probate court, you need a current estate plan. 

Join experienced elder law and estate planning lawyer Michael Monteforte, Jr., CEO of Monteforte Law, as he covers all the estate planning factors blended families should consider. 

You’ll leave knowing: 

  • Which family members could be unintentionally or excluded if you don’t update your estate plan
  • Which parts of your estate plan automatically change when you get divorced or remarry
  • How divorce paperwork lays the groundwork for an updated will and estate plan
  • How to quickly and easily get started updating your estate plan 

Learn how to leave a legacy for your loved ones, not a legal battle. We’ll make it painless. 

Speaker Information 

Michael Monteforte Jr. is the founder of Monteforte Law, author of 3 estate planning books, and creator of the 4-Step Asset ProtectionPlan™. He’s the only attorney in Massachusetts offering the 20/20 Hindsight Trust™, and he’s known for turning complex legal issues into clear, actionable solutions that protect families, preserve wealth, and avoid costly court battles.