Please continue to visit our site for information about our Wealth Management Program on Estate Planning and Long-Term Care.
Attorney James Funnell, Jr.
"Estate Planning Overview"
David Primozich
"Long-Term Care Insurance Overview" |
All programs will be held at: Egidio Assante Wealth Mgmt., LLC
20 Realty Drive
Cheshire, CT 06410
Registration 5:30 PM — Program 6:00 PM
**Light refreshments will be provided**
Topics discussed- Purposes of Estate Planning
- Property Passing by Beneficiary Designation
- Property Titled in your own name
- Federal Estate and Gift Tax Overview
- Connecticut Estate and Gift Tax Overview
- How to better protect your assets
- What is Long Term Care?
- Who needs Long Term Care?
- How Much Does Long Term Care Insurance Cost?
- How is Long Term Care Paid For?
Registration:
For immediate confirmation, please email Mary Korp or call toll free at (877) 567-0290. Online registration is also accepted by clicking on the link below. There is no fee to attend.
Workshop Sign Up Form
About the Speakers
David Primozich, CFP®, CLTC
David has worked in the financial services field for the past 13 years. He has special expertise in retirement distribution planning, investment planning, qualified business planning and proper risk management. David has obtained the ChFC designation for the American College in Bryn Mawr, Pennsylvania and the CLTC certification through the Corporation for Long Term Care Certification. He is also a CERTIFIED FINANCIAL PLANNER™ professional through the College for Financial Planning, Denver, Colorado.
Attorney James D. Funnell, Jr. is a principal of the firm, Hermenze and Marcantiono. He specializes in the area of estate planning, estate administration, probate, and tax law. He is admitted to practice law in Connecticut and Texas. Jim is a Fellow of the American College of Trust and Estate Counsel. He is a member of the Executive Committee of the Estates and Probate Section of the Connecticut Bar Association. Jim is Editor of the Connecticut Bar Association's Estates and Probate Notes and Commentary, a publication for Connecticut attorneys, and is the author of the “Wills” chapter of the Connecticut Bar Association's Connecticut Lawyer Deskbook.
If planning to attend, contact us IMMEDIATELY. Prior series have been fully attended and seating is limited. Spouses are encouraged to attend.
We look forward to your attendance.
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Attorney James Funnell is an independent contractor and is not an employee of, or affiliated with Egidio Assante Wealth Management or Commonwealth Financial Net Work. His opinion expressed at this conference are his own and not necessarily those of Commonwealth Financial Network.
Commonwealth and the above named entities are separate and unrelated.
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