Carrianna Eurillo Esq. Speaker at Charlton Community Center

Carrianna, along with David A. Massaroni,Financial and Senior Portfolio Advisor with Global Wealth and Investment Management, conducted the first of a series of speaking engagements today with seniors around the Capital District. Today's seminar was held at the Charlton Community Center in Charlton, NY. 

Carrianna and David spoke on "Legal and Financial Planning for Long-Term Care." The topic covered both planning for lifetime and incapacity as well as for planning for post-death covering the need for Advance Directives, Power of Attorney to avoid Guardianship, Asset Protection planning including Trusts, Joint Titling and beneficiary naming as well as Wills. In addition, Carrianna discussed resources and funding for care.

SAVE THE DATE for the next seminar which is to be held at Saratoga Senior Center on October 24th, 2019 at 6:00 p.m.

Free ½ Hour Initial Consultation
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