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Be Bold: Navigating Your Family's Future,
Estate and Financial Planning Tips for Parents

Time & Location

Nov 14, 7:00 PM – 9:00 PM

Goodnow Library Community Room, 21 Concord Rd, Sudbury, MA 01776, USA

About the Event

Dive into what you need to know about estate and financial planning to best support your family. From guardianship and trust planning to saving for college, building credit for your child, protecting your child from identity theft, and family liability protection, Erica Endyke from 20West Legal and Lee McGowan from Monument Group Wealth Advisors will share their perspective and cover a checklist of essentials to protect your family and finances through various ages and stages. If you’ve been procrastinating, now’s the time to get your plans in order! The event will include a Q&A.


Sponsored by Elise Siebert, Realtor, Gibson Sotheby’s International Realty

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