Description
Planning Now, Confidence Later:
Year-End Financial & Estate Planning
- Date/Time: Tuesday, October 21 · 5:00–6:00 PM
- Location: 377 Main Street Street, Wakefield, MA 01880
- Cost: Complimentary! (RSVP required)
Year-End Financial & Estate Planning — What to Do Before December 31
October is a season of change—and a reminder that year-end is around the corner. Join us for a focused, practical session on steps you can take now to avoid surprises later.
You’ll learn how to:
- Tidy up year-end to-dos (beneficiaries, RMDs, Roth moves, gifting)
- Get essential estate documents in good order (will, trust(s), POA, health care proxy)
- Coordinate titling/beneficiaries with your plan to reduce headaches
- Prepare for 2026 tax changes (at a high level) and what to watch
Who should attend: Individuals, couples, and families seeking a clear, actionable checklist before year-end.
Presenter:Attorney Luke Bean, Rico, Murphy, Diamond & Bean, LLP
Seating is limited! RSVP today: Please click the "Register" button above and complete the form or Call 781-245-5500.
Date and Time
Tue, Oct 21, 2025
5:00p - 6:00p EST
Location
Affiliated Financial Group
Note
Attorney Luke Bean, Rico, Murphy, Diamond & Bean, LLP are not affiliated or registered with Cetera Advisors LLC. Any information provided is no way related to Cetera Advisors LLC or its registered representatives. Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.