Date(s) - 05/17/2018
9:00 am

Jan's Restaurant

Join Judy Somers and LPL Financial for a coffee conversation at Jan’s Restaurant.

Thursday, May 3, 9am
Is your family made up of yours, mine and ours? How will our assets be distributed at your death?

Thursday, May 10, 9am
Avoiding probate – have you stated beneficiaries? How about your bank and investment accounts?

Thursday, May 17, 9am
What estate planning documents do you need?  Who will make your medical/financial decisions for you?


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