Invest in Your Future

Hannah Murphy is an Estate Planning Attorney with Johnson, Murphy and Jones, Inc. Hannah will be speaking on Living Trusts and how they can protect our assets. She will discuss the legal benefits of LLCs, trusts, probate and title vesting. This information will help us when we are talking with our clients and assessing their needs. Greg Baker is a Financial Planner with Ameriprise Financial. Greg will talk about the process of financial planning. A financial plan is an important part of investing and protecting our assets and also our client's assets. He will discuss the wealth-building benefits to real estate ownership and the various ways to invest in real estate. Jack Smith is a Life Insurance Broker with SLOCO Enterprises and Insurance. Jack will talk to us about different types of Life Insurance including Disability Insurance and Long-Term Disability Insurance. Having the right types of Insurance can help us avoid having to sell our homes or deplete our assets should a serious event occur. Hear the latest update on the state of Homeowner's Insurance in our area. Sandwich lunch buffet will be provided.