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SUMMARY:Purposeful Planning: How to Build\, Protect & Transfer Your Wealth
DESCRIPTION:Join us for a free\, informative\, and interactive financial workshop\, complete with a continental breakfast! \nThis engaging session will teach you how to build\, protect\, and transfer your wealth through proven financial strategies and legal planning tools. \nWhat You’ll Learn:\nBuild \n\n\nProven financial planning strategies \n\n\nSaving and investing for retirement \n\n\nProtect \n\n\nSafeguarding assets from Medicaid & long-term care costs \n\n\nMaintaining control over legal and health decisions \n\n\nTransfer \n\n\nThe benefits of a trust \n\n\nHow to avoid probate and minimize family conflicts \n\n\nFeatured Presenters: \n\n\nVereline McClaney\, Financial Advisor\, Lincoln Investment \n\n\nSharon T. Hoskins\, Esq. & Robert D. Hoskins\, Esq.\, Hoskins Life & Legacy Planning\, P.C. \n\n\nDate: Tuesday\, November 11\, 2025Time: 10:00 AM – 12:00 PMLocation: John J. Byrne Community Center\, 925 Jerusalem Ave\, Uniondale\, NY \nFREE Registration: BPTworkshop.eventbrite.comCall: 516-907-2300 or (516) 554-8124Email: *protected email* \nTake charge of your financial future. Reserve your seat today!
URL:https://byrncenter.org/event/purposefulplanning/
LOCATION:Byrne Center – East\, 925 Jerusalem Avenue\, Uniondale\, NY\, 11553
CATEGORIES:Community,Featured Events,Financial Literacy
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