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May 23, 2017 | 6:30 PM (Reception to Follow) | Wilson Hall Auditorium
As we continue to redefine the concepts of "family" and "retirement," how too should our meaning of estate planning change? This seminar takes a second-look at the traditional estate plan and whether the strategies of the past are now applicable in the 21st Century.
Presented through a series of case studies and informal discussions, the seminar will illustrate how economic and societal changes mandate the need for a dynamic, rather than static, estate plan developed in concert with your attorney and financial advisor. The general topics that will be covered include financial independence, risk management, wealth management, and wealth preservation. A question and answer session will be held immediately after.
Rick Shaughnessy, RICP, specializes in comprehensive retirement planning, allowing the scope of the advice to span to a wide range of topics related to retirement planning, income needs and objectives, estate planning issues, retirement income planning risks, Social Security decisions, tax reduction strategies, health insurance options, and housing decisions. Mr. Shaughnessy is a member of Intellectual Capital Group (ICG), the most accomplished comprehensive financial planning & wealth management team affiliated with Ameriprise Financial in New Jersey.
Nicholas R. Rowe, Esq., is the Managing Member of Rowe Law Group LLC, a New Jersey based corporate law and estate planning law firm. Nicholas focuses his work in the firm’s Estate and Wealth Planning Division, where he specializes in developing global estate strategies that are comprehensive in nature, yet easy to administer. In addition to planning, Nicholas regularly serves as probate and litigation counsel to executors, trustees, and beneficiaries; utilizing this work to help develop more effective estate strategies.