march, 2020

mon02mar12:00 PM1:00 PMFinancial Seminar with Michael McCarthy - "Preparing Your Estate Plan"12:00 PM - 1:00 PM Ponte Vedra Beach Branch

Event Details

It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come. Attend our “Preparing Your Estate Plan” presentation and you’ll learn more about:

• What to consider when creating your will
• The benefits of trusts in estate planning
• How to help reduce taxes on your estate
• How insurance can help protect your family

We hope you will join us. To register for this event, please call Michael McCarthy at 904.230.9795 by 2/28/2020. At least one person must register to avoid cancellation of this event.


(Monday) 12:00 PM - 1:00 PM


Ponte Vedra Beach Branch