‘Plan for the Future: How an Estate Plan Puts You in Control’ DCA Presentation by Financial Planners

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The Darien Community Association (DCA) is bringing together two specialists to present “Plan for the Future – How an Estate Plan Puts You in Control” from 9:30 to 11 a.m., Friday, Jan. 27.

Karen Goersch photo from DCA 1-14-17

Contributed Photo

This session will be led by Chartered Retirement Planning Counselor and CPA Karen Goersch of Ameriprise Financial.

During this seminar you will learn ways to care for the people and things you love after you’re gone and leave behind a lasting, meaningful legacy.

This seminar focuses on five key financial planning issues associated with estate planning: proper account ownership, beneficiary review, strategies to minimize estate and income taxes, gifting strategies and how long term care insurance can protect your estate.

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— an announcement from the Darien Community Association

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This session will be led by Chartered Retirement Planning Counselor and CPA Karen Goersch of Ameriprise Financial, who will be joined by Michelle Beltrano, Estate Planning and Elder Law Attorney from Beltrano Law.

Register for $20 per person, or $10 for DCA members, by Wednesday, Jan. 25, online at the DCA website under Activities & Programs/Financial Workshops, or by contacting the DCA at info@dariendca.org or 203-655-9050 ext. 10.

Minimum enrollment is required in order to run this workshop. The DCA is located at 274 Middlesex Road.