How to Preserve Your Family Wealth
How to Preserve Your Family Wealth, For You and Future Generations
Join us for a complimentary presentation by Bouchey Financial Group, Ltd.
Thursday, October 20th at 2:00 p.m.
At this seminar hear from Martin Shields, Vice President of Bouchey Financial Group on the following:
- What are the financial decision points to consider when evaluating a retirement community?
- Does moving to a place like Shaker Pointe hinder or help a family’s wealth preservation goals?
- What investment assets provide the best growth and capital preservation opportunities?
- What legal documents need to be in place to assist in your wealth preservation plan?
- How can you help prepare future generations for inherited wealth?
Kindly RSVP by calling: (518) 250-4900