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Estate and Financial Planning: A Structured Approach to Achieve Your Goals with Patrick Fillette, CFP, ChFC and Dana Ware, Attorney at Law In-Person

Registration recommended. Walk-ins welcome.

Join us for this lively discussion on estate and financial planning with two local experts.  Learn about important tools for planning your estate, including:

  • Essential documents for wealth transfer (wills and trusts)
  • Planning for incapacity and medical decision-making
  • Strategies to avoid probate
  • The role and importance of beneficiary designations
  • Building financial literacy and family transparency
  • Approaches to retirement income planning

Discover how combining smart financial strategies with critical estate planning tools can help create peace of mind for you and your family.

Date:
Tuesday, September 30, 2025
Time:
6:30 PM - 7:30 PM
Time Zone:
Eastern Time - US & Canada (change)
Location:
Community Room
Campus:
Gardiner Library
Audience:
  Adults  
Categories:
  Other  

Registration is required. There are 20 seats available.

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Nicole Lane

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