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Your Family & Assets During Uncertain Times

2:00 PM - 4:00 PM
Providence, RI 02886

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The COVID-19 pandemic, economic downturn, and the upcoming election all have implications on your financial future.  We’ll discuss the effects of these major environmental factors and potential strategies families and businesses may consider to help them prepare and protect themselves during uncertain times.  Here are a few things you’ll learn:

  1. How uncertainty in the global economy can affect your personal investment goals and allocation
  2. Why now is a good time to have your legal documents and estate plan in order for the future
  3. How you can protect and preserve your family and children’s wealth and security by establishing a trust
  4. What impact the election could have on the economy, the financial markets, and your future goals

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