Defining Your Legacy ~ Edward Jones

An Estate Consederations Workshop
Betty & Ralph Sheffer Gallery
December 5, Noon – 1 pm, Lunch will be catered by Blue Lemon
RSVP: Call 203-222-1424 or 254-4410 to confirm your attendance. Jonathan M. Baron, Financial Advisor John Massih, Attorney at Law 

                           

Together, we’ll explore your greatwest wishes for the people and the causes you care about, discover why it’s important to define your legacy and uncover common misconceptions. An estate-planning attorney will be present to answer questions.    

*Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice.  Please consult your estate-planning attorney or qualified tax advisor regarding your situation.