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Money Matters: Family Estate Planning Lunch and Learn

November 8, 2022 @ 12:00 pm – 1:00 pm

It is never too early to start estate planning to protect your family.

In this free, introductory estate planning workshop sponsored by Tompkins Bank and City Ave District, get helpful tips from Frankel Estate Planning & Elder Law on:

  • Making sure your hard-earned money is immediately and privately available to your chosen guardians and beneficiaries
  • Passing on more than just your assets and leaving a true legacy
  • Planning for life’s planned and unplanned events
  • Protecting your children’s inheritance from creditors, lawsuits, and failed marriages

November 8, 2022

12 p.m. – 1 p.m.

1 Belmont Avenue, Bala Cynwyd PA 19004 – Lobby Training Room

Lunch will be provided.

Registration is required.

REGISTER HERE
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City Ave

1 Belmont Ave
Suite 700
Bala Cynwyd, PA 19004

610.747.0311
cityave@cityave.org

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