Estate Planning – Secure your financial future
Name:
Estate Planning – Secure your financial future
Date:
April 6, 2017
Time:
6:00 PM - 8:00 PM EDT
Website:
http://www.stmarysbank.com/events
Event Description:
Avoid complications, save money, and plan ahead.
Estate Planning doesn’t need to be a daunting task. It is a very important piece of your overall personal financial plan. Our Financial Advisors will help you establish your estate plan and financial future with confidence and security.
SPEAKERS:
Jack Crane, CFP
Jack Crane is Vice President of St. Mary's Financial Services (SMFS), a division of St. Mary's Bank, and a representative of Infinex Investments, Inc. He has over 30 years of experience in the financial services industry, 15 of which are in investment services. Jack is a CERTIFIED FINANCIAL PLANNER™ (CFP®), having met rigorous standards of competency and ethics. As a CFP®, he can offer advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As a CERTIFIED FINANCIAL PLANNER, Jack agrees to meet ongoing continuing education requirements and to uphold the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. Jack is able to offer a wide variety of investment products including: mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs. Jack also has his Life, Accident and Health Insurance license, enabling him to offer Life Insurance.
Attorney Gregory J. Majewski
Gregory Majewski is a licensed attorney in Nashua, NH, who has practiced law for the past 25 years. He is admitted in seven jurisdictions to practice and has been exposed to many facets of the law and currently concentrates in the area of Estate Planning.
Estate Planning doesn’t need to be a daunting task. It is a very important piece of your overall personal financial plan. Our Financial Advisors will help you establish your estate plan and financial future with confidence and security.
- Wills or Trust? Which is best for you?
- How to avoid Probate
- Truth about losing assets to a nursing home
SPEAKERS:
Jack Crane, CFP
Jack Crane is Vice President of St. Mary's Financial Services (SMFS), a division of St. Mary's Bank, and a representative of Infinex Investments, Inc. He has over 30 years of experience in the financial services industry, 15 of which are in investment services. Jack is a CERTIFIED FINANCIAL PLANNER™ (CFP®), having met rigorous standards of competency and ethics. As a CFP®, he can offer advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As a CERTIFIED FINANCIAL PLANNER, Jack agrees to meet ongoing continuing education requirements and to uphold the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. Jack is able to offer a wide variety of investment products including: mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs. Jack also has his Life, Accident and Health Insurance license, enabling him to offer Life Insurance.
Attorney Gregory J. Majewski
Gregory Majewski is a licensed attorney in Nashua, NH, who has practiced law for the past 25 years. He is admitted in seven jurisdictions to practice and has been exposed to many facets of the law and currently concentrates in the area of Estate Planning.
