I am pleased to invite you to the upcoming educational seminar “CRITICAL CONVERSATIONS – GETTING YOUR LOVED ONE’S FINANCIAL AFFAIRS IN ORDER BEFORE A CRISIS OCCURS”. If something were to happen to you or someone in your family…are those who would need to take over prepared for the situation? The discussion will focus on how to broach the topic, what needs to be addressed, and introduces our “Contingency Organizer” that can assist in capturing critical information before there is a need. This can save time, money, lessen anxiety in stressful times, and assist you in executing your plan.

We hope you will join us for this informative event and extend the invitation to those who you feel may benefit!

You may RSVP to Lisa Cassidy at 203-318-9511 or lcassidy@brentonpoint.com as seating is limited.

When:  Tuesday, September 17, 2019
Where:  Brenton Point Wealth Advisors
301 Riverside Avenue
Westport, CT 06880
Time:  2:00 – 3:00 p.m. and again from 5:30 p.m. – 6:30 p.m.