Be prepared.. emotionally, financially and medically. Learn how to be prepared as your loved ones age.
Tuesday, October 7th at 5:30pm
The Pub at Mallard Landing – 1107 S. Schumaker Drive
Family & Retirement: The Elephant in the Room
Presented by: Mike Truitt, Senior Financial Advisor, Merrill Lynch
Learn more about the impact that today’s family complexities have on retirement and how to:
– Plan, engage and communicate with family members
– Balance family priorities and your own retirement security
– Prepare for family challenges and crises
– Avoid becoming a burden on your family
Three Estate Planning Documents Everyone Should Have
Presented by: Marianna Batie, Esq. of Hearn & Bailey, PA
Find out how to plan for your future needs. Learn why having a simple will is not enough and about the three key documents everyone should have, including:
– Powers of Attorney
– Maryland Advance Directive for Healthcare and Living Will
– Last Will & Testament
Light refreshments will be served.
RSVP: 410-749-4480 or email: Mbrooks@lakesideassistedliving.com
