During the High Holy Days, we engaged in introspection, evaluating the alignment of our spiritual journey with our health, relationships, and financial well-being. As we transition into the secular New Year, the same question arises: Are we adequately prepared to safeguard our family's future in case of unforeseen circumstances?

Right now is the time to address these concerns and take steps to proactively secure your family's well-being while they are not in crisis. Join us to gain invaluable insights into organizing your affairs, ensuring that your wishes are known and respected by those who rely on you and hold a special place in your heart. In this informative session, we will delve into topics such as wills and trusts, guardianships, and special needs considerations. We'll also explore the importance of synchronizing your document beneficiaries with assets like 401(k)s, IRAs, and insurance policies, as well as the necessity of powers of attorney, advance directives, Social Security matters, and other crucial subjects.

Guiding us through these critical aspects is our esteemed panel of experts:
Attorney: Mathew Alman, Esq.
Financial Planner: Jason Silverberg, CFP
Doctors: Brian Stone, MD, MBA SVP & Chief Medical Officer

Join us on this enlightening journey toward securing a peaceful and stable future for your loved ones.