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