Estate Planning: Wills & Trusts

Estate Planning: Wills & Trusts

Advisors will share the value of creating a wills, trusts, budgeting and saving. Join AARP MA and attendees from across the U.S. for a FREE virtual event on December 8, 2021 at 6:00 p.m. ET - AARP membership not required

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How will you help your family build wealth? Gerald Loftin, J.D., CFP®, Assn. of African American Advisors, will share the value of creating a Will, Trusts, budgeting and saving. Learn about 401K and other investment tools.

About the Presenter: Gerald Loftin, J.D., CFP® has more than 20 years of experience as a lawyer and certified financial planner. In addition to being the principal of Proficient Wealth Counselors, LLC, he is a member of the Financial Planning Association of Massachusetts, the Association of African-American Financial Advisors, a Dana Farber Cancer Institute Pro Bono Financial Mentor, and a Treasury of Massachusetts Pro Bono Money Mentor.

This event will offer closed captioning.

This meeting will be held in English with Spanish translation.

Esta reunión se llevará a cabo en inglés con traducción al español.