Financial, Estate Planning Workshop

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The workshop on financial and estate planning will provide valuable insights from a professional financial advisor. Key topics will likely include strategies for managing personal finances, investment options, tax planning, retirement savings, and preparing an estate plan to ensure smooth wealth transfer. Attendees will have the opportunity to ask questions and engage in discussions to gain clarity on various financial and estate planning aspects, helping them make informed decisions about their financial futures. The session aims to equip participants with the knowledge needed to plan effectively for both short-term and long-term financial security.

We hope you can join us, Thursday the 23rd over at South Bay Independent Living

Location: 1400 Liberty Midtown Drive Suite 419
Mount Pleasant SC, 29464

Please RSVP by January 20th to Santino Tedesco
Community Outreach Coordinator at 843-834-5973

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