Thayer Public Library

Any questions, please call (844) 567-7760.

798 Washington St., Braintree, MA 02184

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No Charge to Attend!

“A leading educational resource for those nearing retirement”

Attend this seminar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Intestacy and how it affects estate distribution

  • The difference between a revocable or irrevocable trust

  • The importance of having a trust and life insurance policy if you're from a blended family

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

“A leading educational resource for those nearing retirement”

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us at the Thayer Public Library for an educational workshop on March 5 from 11:00 AM - 12:30 PM or March 7 from 11:00 AM - 12:30 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

Sign up today!
No Charge to Attend!

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This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Estate Planning 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

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Securities offered through Securities America, Inc. (SAI) Member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA) an SEC Registered Investment Advisor. EFF Group and the Securities America companies are unaffiliated and separate from all other named entities. Securities America and its representatives do not provide tax or legal advice. Please contact the appropriate professional regarding your particular situation.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites.

Michael Paul Cammarata CFP®, MSA Financial 25 Braintree Hill Office Park Ste 303 Braintree, Massachusetts 02184 (781)843-3500

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