Calendar

Social Security & Estate Planning Seminars

Date/Time

Mar 12, 2014
06:00 PM until 07:00 PM

Description

Individuals need to plan ahead to ensure many years of work will serve them best in their retirement years, also. A proper estate plan is important and needs to be in place to fit the needs of each individual’s own personal situation.

Families typically never know when they will be needed, but when that time appears in a hurry, what legal documents should be in place to ensure your assets can be managed properly during their life and pass properly at death? How does the federal social security program work and what are your retirement options?  The customized levels of benefit eligibility can be confusing and, therefore, put individuals at risk for not maximizing benefits best suited for your needs.

To educate Central New Hampshire individuals and families on their options, Independence Financial Advisors, a wholly-owned subsidiary of Franklin Savings Bank, is offering complimentary educational sessions. Learn about Estate Planning on Wednesday, March 12th, at the Boscawen Office of Franklin Savings Bank (139 King Street) from 6 to 7 p.m.

Additionally, the Estate Planning session in Bristol and Boscawen will include: 

  • Why should you have an estate plan
  • Important legal documents  you should not be without
  • Difference between a will and a trust

You are invited to bring a guest and your questions to one or both of these free, educational sessions.  Seating is limited.  To make a complimentary reservation, call Pam Hannan at 603-934-8372 or 1-800-821-1776.

Cost

Free

Location

View map Franklin Savings Bank
139 King Street
Boscawen, NH

Additional Information

Sponsor

Independence Financial Advisors

Phone

603-934-8372

Contact name

Pam Hannan

We make every effort to ensure the accuracy of this information. However, you should always call ahead to confirm dates, times, location, and other information.