Karen Goersch thumbnail financial planner dca event 01-14-17

‘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. 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. ___________

— 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.