A Spring Cleaning Checklist for Your Estate & Financial Plan
Apr 13th, 2022
Join Cona Elder Law award-winning Partner Marcus O'Toole-Gelo and Ryan & Janowsky Financial Strategies Group's Co-Founder Peter Janowsky to review these items on your spring cleaning checklist:
- When was the last time you updated your estate and financial plan?
- How have your assets changed?
- Are you satisfied with your current beneficiaries?
- Are you on track for retirement?
- Have you prepared for the unexpected?