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EVENTS

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September Webinar: Estate Planning as Your Emergency Playbook

What do we do when the unthinkable happens? 
 

When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline?
When there’s an earth-shattering diagnosis?
 

And is there actually a way to plan for that? 

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Most view estate planning as a stack of legal documents and a tax strategy for transferring wealth once we’re gone. But in reality, an estate plan is your family’s emergency playbook.
 

On September 23rd, Michelle V. Muhammed, CFP®, CDFA®, ChFC® will be hosting  a live webinar, joined by attorneys Suzy Eckstein and Lillie N. Nkenchor to discuss how to build a plan to help navigate when the unthinkable happens. They’ll explore:

 

  • Navigating cognitive and physical decline

  • Managing family expectations and friction

  • Healthcare Proxies

  • Durable Powers of Attorney, and 

  • How to maintain continuity, even in crisis.
     

They’ll also discuss how your advisory team can help handle planning so you can be present for your family. Click the link below to register!

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.

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Stratos Wealth Partners and M&M Wealth Advisory are separate entities.  ​This information is not intended as tax or legal advice. Please consult a legal or tax professional for information regarding your individual situation.  

Please keep me updated on future events

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Phone: (301) 828-2605
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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.

 

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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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