How Financial Success Happens - ESTATE PLANNING June 3, 2008

The focus of the ESTATE PLANNING workshop is to learn how to plan for financial success. At the end of this workshop, youll be able to evaluate your options and utilize creative solutions in areas ranging from investing to retirement to estate conservation.

We will discuss:
- Important estate conservation strategies
- How you plan for financial success
- Three critical components of a sound investment plan
- Steps you can take to help manage taxes

Tuesday, June 3, 2008
6:00 pm to 8:00 pm
Harwich Community Center
100 Oak St.
Harwich, MA
Guest Speakers:
Peter Campia, JD, LLM, MBA
and
William Fallon, MEd
Baystate Financial Services
Seating is limited so reserve your place today!
Call Bill Fallon at 508

Event submitted by Eventful.com on behalf of billfallon.