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Estate Planning
Plan ahead to secure your financial future.
“I don’t have an estate, so I don’t need estate planning.”
Think again.
If you have any assets—a home, a vehicle, savings, investments, etc.—you have an estate. Planning what happens to those assets plays an important role in your complete financial picture.
Our financial advisors will walk you through every step of establishing your estate plan and securing your financial future.
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. Jack is a CERTIFIED FINANCIAL PLANNER™ (CFP
®
), having met rigorous standards of competency and ethics. As a CFP
®
, he can offer advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Also as a CFP
®
, Jack agrees to meet ongoing continuing education requirements and to uphold the CFP
®
Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. Jack offers a wide variety of investment products including mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs. 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.
Thursday, March 22
6:00–8:00 p.m.
St. Mary's Bank
48 Perimeter Road
Manchester, NH
Space is limited, so reserve your seat today!
We apologize, but this session is full.
Please check for additional workshop dates, or request an email notification when future dates become available by emailing
infomarketing@stmarysbank.com
.
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Thank you for registering for Estate Planning.
You will receive a confirmation email shortly to confirm your registration.
We look forward to seeing you soon.
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