Purposeful Planning
How to Build, Protect, and Transfer Your Wealth
Join us for a FREE informative and interactive workshop.
Dinner provided.
Event Details
📅 Date: April 28, 2026
🕕 Time: 6:30 PM – 8:30 PM
💲 Cost: Free
📍 Location:
John J. Byrne Community Center
925 Jerusalem Avenue
Uniondale, NY 11553
Registration
Register now: Scan the QR code on the flyer or call
516-907-2300.
Event link:
https://BPTworkshop3.eventbrite.com
Please also register here: https://community.byrncenter.org/event-registration
What You’ll Learn
Build
- Goal-based financial planning strategies
- Saving and investing for retirement
Protect
- Safeguarding assets from Medicaid & long-term care costs
- Key documents to maintain control over legal and health decisions
Transfer
- The benefits of a trust
- How to avoid probate
- Minimizing family fights
Presenters & Contact
Vereline McClaney
Financial Advisor, Lincoln Investment
(516) 884-3908
70 North Grove Street #3E, Freeport, NY 11520
Sharon T. Hoskins, Esq.
Robert D. Hoskins, Esq.
Hoskins Life & Legacy Planning, P.C.
(516) 907-2300
www.hoskinsllp.com
400 Post Avenue, Ste 208, Westbury, NY 11520
Note: Tax or legal services are not offered through or supervised by Lincoln Investment. Educational content is for
informational purposes only and may not be suitable for all investors. Investing involves risk, including possible loss of principal.