Braintree: WINE, WILLS, AND WEALTH

Join Samantha "Sam" Allen, Founding Attorney of Law Mom and Kim Martell, CPA*, a Financial Planner at Commonwealth Financial Group, as they deliver a seminar that aims to provide knowledge and insight so you can make informed decisions about your finances and your financial well-being.

ESTATE PLANNING IS FOR EVERYONE – not just the wealthy. Without the right plan, your loved ones could end up spending their time and hard-earned money fighting over your assets. That’s a headache no one needs!

We get it – estate planning sounds intimidating. But it’s a crucial step to make sure your assets go exactly where you want them, free from government interference.

We'll guide you through creating wills and trusts with no legal jargon, helping you choose the best options so you can have peace of mind about what you leave behind and how.

You’ll walk away knowing how to set up a smooth estate and tax plan that protects your interests and honors your wishes.

Retirement planning can seem overwhelming, but it doesn’t have to be. When you stick to your savings goals, create a budget that accounts for your anticipated lifestyle, and manage your finances throughout your lifetime, you’re well on your way to preparing for the retirement you envision.

While every person is different, there are several things that almost everyone needs to consider upfront.

You will learn what strategies you can begin implementing today!

For the wine tasting, wine is a form of art that can be appreciated on its own merits. However, the highest purpose of fine wines is to elevate the dining experience and to enhance the appreciation of food in ways other beverages cannot. Explore the pairing insights of wine professional Stephen Nasiatka (StephenUncorked) who will walk you through six wines where we explore the nature of food and wine harmonies.

Non-alcoholic refreshments and charcuterie small bites will also be available.

We look forward to seeing you!

* Licensed but not practicing on behalf of MML Investors Services, LLC.

Kim Martell is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC () Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389.

Law Mom and Boisset Collection are not affiliated with or subsidiaries of MML Investors Services, LLC

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