With Presenters Lisa Cukier, Burns & Levinson LLP and Nora Yousif, RBC Wealth Management and Moderator Mary Beth Parker, Cambridge Trust.

Join us as we first review strategies aimed to help you manage and succeed through challenging lifecycle events such as divorce and custody matters, intra-family controversies, blended family strife, incapacity of the older generation, and deaths of family members which create trust and estate law issues for the surviving family members.

Then, we’ll review how to be a college savvy mom, help protect your family’s financial well-being, assist with your elderly parents’ finances, assess how you’re tracking for retirement, learn advanced strategies to maximize your future social security monthly benefit, and point out how to avoid investing pitfalls.

Bring your questions as we’ll end with a Q&A and no pleading the 5th allowed.

READ ABOUT OUR PRESENTERS AND MODERATOR HERE!