Please join us at the Madison Senior Center
Wednesday September 12, 2018 5:30- 7:00pm
MaryJo Walker, an Enrolled Agent, will review tax consequences associated with processing an estate, how to prepare a budget, and bill paying services.
Carlos Maynard, an expert in Medicare, will discuss the process of choosing the optimal plan.
Wednesday September 26, 2018 5:30-7:00pm
Attorney Paul T. Czepiga JD, CPA, MBA will provide an overview of estate planning tools.
Craig Bernard, CFP®, ChFC, CLU, President of Madison Financial Planning will serve as moderator for both seminars.
Coffee, tea and light refreshments will be served.
Please call to reserve your seat today 203.245.5627
MaryJo Walker, Carlos Maynard and Paul Czepiga are not affiliated with Madison Financial or LPL Financial.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC