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Tully Rinckey PLLC is hosting “Strategies for Success,” an estate planning workshop, on Thursday, March 22, 2018 from 5:30 to 7:30 p.m. at its Albany, NY office, located at 441 New Karner Road.
Tully Rinckey PLLC Partner Jennifer Corcoran, Esq. will be joined by Keystone Financial Management representatives Brian McKee and Barbara A. Bertrand, CLU in this two-hour workshop. Corcoran will cover the basics of estate planning and the legal documents people need to protect their estates, while McKee and Bertrand will discuss planning for Social Security and long-term care, among other topics.
Corcoran is an experienced consult attorney who focuses her practice on family and matrimonial law, elder law, estate planning and real estate law. She assesses each potential or existing client’s unique situation and provides guidance on how to proceed with their matter.
McKee has more than 15 years of experience in insurance and financial services. As an Investment Adviser Representative at Keystone Financial Management, he helps clients build, preserve and transfer wealth utilizing a personalized process that takes the client’s personal goals and values into consideration.
Bertrand offers nearly two decades of experience working in the insurance and financial services industry. A certified Chartered Life Underwriter (CLU), Bertrand is committed to helping her clients achieve financial security by providing education and choices, backed by the highest caliber of service.
“Strategies for Success” is free, and refreshments and lite fare will be served. To register, visit https://www.eventbrite.com/e/strategies-for-success-estate-planning-workshop-tickets-43126412260.