When: Pre-recorded Event - Register & watch anytime!
Why: Learn 3 MORE SIMPLE steps you can take from home, right now, during quarantine, to get a head start on your estate planning and financial planning! It’s MUCH easier than you think. Atty. Michael Monteforte Jr. and Financial Advisor, Nathan Fox, will tell you what to do during this CRUCIAL time. It's easy!
What You Will Learn:
- The importance of a Power of Attorney document, and how to get one
- How to get your current documents reviewed
- The best way to gather all of the necessary information for estate and financial planning, using our secure and easy online intake form
- Even more info about how to put your savings to work for you!