Let’s Talk Estate Planning and Retirement Risk
I am teaming up with Derek Fairchild, Financial Advisor at Baystate Financial, to host a free seminar on Tuesday, October 7 at the Marina Club in Captain’s Cove. We are offering two sessions at 1:30 PM and 6:30 PM. Each will run about an hour.
I will present Beginner’s Guide to Estate Planning, a practical overview shaped by years of client conversations. We will cover the most common questions such as wills versus trusts, powers of attorney, advance medical directives, beneficiary designations, and how to avoid simple mistakes that can cost families time and money.
Derek will focus on Mitigating Risks Before and During Retirement, especially the concerns people have when markets are uncertain. He will explain the concept of sequence of returns risk, which he also covers in his short Luck of the Draw video, and share strategies to help manage investment risks during retirement.
Event details
Date: Tuesday, October 7
Times: 1:30 PM or 6:30 PM
Location: Marina Club, Captain’s Cove
Cost: Free
Length: About 60 minutes
Residents of Maryland and Virginia who want a clear starting point for estate planning and a better understanding of retirement risk management. Derek and I are both licensed in MD and VA.
Please forward the brochure to friends or family in Maryland and Virginia who would benefit.
Contact me if you have any questions or to let me know which session you plan to attend. I hope to see you there!
- Rachel
