Estate Planning and Planning for Retirement
Presented by: David Lefton, Estate Planning Attorney and Jeff Pacetti, Vice President at UBS Financial Services, Inc.
Date: March 25, 2014 Time: 6:00 – 7:00 Location: USB 8044 Montgomery Rd.
Join attorney David Lefton from the law firm of Barron Peck Bennie & Schlemmer and Jeff Pacetti with UBS Financial Services on March 25, 2014 as they present this discussion on the importance of estate planning for your family, your business and your retirement.
David will point out some mistakes to avoid using examples from famous celebrities. These examples will be used to show you how you can avoid making similar mistakes, what you can do to avoid them, and how to prepare and protect your loved ones.
Jeff will discuss concerns about the financial aspects of retirement planning and how to look forward to your retirement years. Fewer than half of Americans have ever tried to calculate how much they’ll need for retirement. Retirement is proving more difficult than expected for many Americans, in large part because they haven’t saved enough. So how much do you need and how can you plan now to enjoy life in retirement.