Are You Really Prepared? Financial & Estate Planning Insights for Every Stage of Retirement

Join us for a practical, interactive session designed for individuals and families who want to take control of their financial future. Whether you’re approaching retirement or already enjoying it, this webinar will help you uncover common blind spots, avoid costly mistakes, and gain clarity on how financial and estate planning work together. You’ll hear from both a private wealth advisor and an estate planning attorney, each sharing actionable strategies to help you protect your assets, minimize taxes, coordinate your legacy, and ensure your wishes are carried out. Financial Insights for Every Stage of Retirement Presented by: Matt MacLean, Private Wealth Affirm Wealth Advisors Estate Planning Insights for Every Stage of Retirement Presented by: Scott Rowan, Estate Planning, Probate, and Trust Attorney Co-Hosted By: Affirm Wealth Advisors & Cavanagh Law Firm, P.A.