Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. On December 7th, Meg Muldoon gave a presentation where she discussed the current estate tax environment, different types of trusts, when to use them, and more.

 

Did you miss the live event? Watch the recording above.

 

Sponsored by: The Penn Mutual Life Insurance Company

Other Events You May Be Interested In
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Event Image
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Event Image
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image MarshallFamilyWM@janney.com
Phone Image 717.560.4185