Broker Check
28 Feb
PROTECTING WEALTH FOR AN AGING AMERICA: FEB 28th Webinar 12:00 Noon-1:00 PM

Description

JOIN US! PROTECTING WEALTH FOR AN AGING AMERICA

Ryan Bertrand is an industry expert in Eldercare Planning. His work has helped educate many families on the complexities involved with eldercare planning. 

Join The Bulfinch Group, via ZOOM, for this complimentary webinar. 

This informational session will guide you through practical actions to help navigate the legal, financial, and long-term care aspects of aging with grace and confidence. Three take aways include:

  • Understanding implications for an aging America
  • Collaborate elder planning with a shared purpose
  • Steps to take for generational peace of mind

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 160 Gould Street, Suite 310, Needham, MA 02494, (781) 449-4402. Securities products/services and advisory services are offered through PAS, a member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Ryan Bertrand is not affiliated with Guardian or its subsidiaries. 2024-167804 EXP 2/29/24

Date and Time

Wed, Feb 28, 2024

12:00p - 1:00p EST

Location

ZOOM

Note

ZOOM DETAILS: https://zoom.us/j/99432813104?pwd=RmpMeEtNcENMUDhhVWZmU0VlTTBJdz09 PASSCODE: cbTS#2d^

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Event Registration