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EVENTS

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Getting Your Affairs In Order Webinar

Wednesday, November 12 at 11:00 AM EST

Join us for a comprehensive webinar addressing the intersection of real estate, financial planning, and estate law.


Why This Matters: When major life transitions happen, decisions about property, finances, and legal documents don't exist in silos. Yet many people consult these professionals separately, missing crucial connections.

 

Our Panel Includes:

 

  • Jan Brito, CSHP – Host of this webinar and Certified Senior Housing Specialist

  • Suzy Eckstein - Estate Attorney

  • Michelle V. Muhammed, CFP®, CDFA® - Financial Advisor

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Topics We'll Cover:

 

  • Tax implications of selling long-held property

  • Coordinating estate documents with financial plans

  • Property transfer documentation and timing

  • Risk management strategies for retirement

  • Trust administration vs. probate considerations

 

Whether you're planning for yourself or advising clients, this collaborative approach provides a comprehensive perspective helpful for confident decision-making.

Please keep me updated on future events

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1738 Elton Rd, Suite 312

Silver Spring, MD 20903

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Phone: (301) 828-2605
Fax: (301) 637-0232

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Info@MMWealthAdvisory.com​

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and M&M Wealth Advisory are separate entities.

 

The M&M Wealth Advisory site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the M&M Wealth Advisory web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation by M&M Wealth Advisory to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value.

 

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended Stratos), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). If you have any questions regarding the information on this website, please consult with your financial advisor.  No strategy assures success or protects against loss.

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