Lunch & Learn: Family Financial Workshop


Lunch & Learn: Family Financial Workshop

Tuesday, May 07, 2019

12:00p - 2:00p EST

McLean Advisory Group Office

McLean Advisory Group Office

516 Route 9
Waretown, NJ 08758
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Organizer:

Abby Kladivko [email protected]

Presenter:

Scott McLean

Join us for an educational Lunch and Learn to discuss the key topics for you and your family:

  • Retirement planning strategies
  • Estate and legacy planning
  • Avoiding unnecessary attorney’s fees & probate
  • Reducing taxes & tax-free gifting for your children and grandchildren
  • Preparing for unexpected illness/medical costs
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