Schools
Navigating Today's Insurance and Estate Planning Issues
Allen and Stults Co. and Brennan Law Firm are pleased to extend an invitation to join an informative presentation on navigating today's insurance and estate planning needs. Following light refreshments, Adam Overmyer, a personal insurance advisor, and Robert Morris, Esquire will cover major financial, estate planning, and personal insurance issues. Topics will include: 1.) Liability and Asset Protection 2.) Risk Assessment 3.) Estate and Gift Taxes and 4.) Basic Estate Planning Strategies.
The seminar is free and space is limited. Please contact Adam Overmyer at 609-448-0110 or aovermyer@allenstults.com for more information or to reserve a space. The formal invitation including directions, and additional event information will follow for confirmed attendees.
We look forward to seeing you on June 13.