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Estate Planning   |   For Those with Assets of Any Size Plan for the road ahead and secure your financial future. Myth: Estate planning is for the wealthy.   Truth: Estate planning is for everyone and may even be more important for smaller estates.   Estate planning maps out how you want your personal and financial affairs to be handled in the future and ensures that your family’s needs will be taken care of, making an estate plan a critical part of your overall financial plan.   Learn these estate planning basics: Wills or Trust? Which is best for you? How to avoid probate Truth about losing assets to a nursing home Speakers: Jack Crane, CFP® As a representative of CUNA Brokerage Services, Inc., Jack Crane serves as Vice President of St. Mary's Financial Services, a division of St. Mary's Bank. He has over 30 years of experience in the financial services industry, 15 of which are in investment services. As a CFP®, he offers advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Jack also holds a Life, Accident and Health Insurance license, enabling him to offer life insurance. Gregory J. Majewski, Attorney A licensed attorney in Nashua, New Hampshire, Gregory Majewski has practiced law for the past 25 years. He is admitted in seven jurisdictions to practice and has been exposed to many facets of the law and currently concentrates in the area of estate planning. Wednesday, September 19 6:00–8:00 p.m. St. Mary's Bank 48 Perimeter Road Manchester, NH Space is limited, so reserve your seat today!

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