Professional Development Seminar

Date: Wednesday, October 30, 2013
Time: 5:30 pm - 7:30 pm
Location: Baystate Financial, East Providence, RI
Speaker: Luke Travis, Jane Sullivan, Jennifer Heald

LEARN FROM BRISTOL COUNTY ESTATE PLANNING COUNCIL

DO YOUR CLIENTS HAVE PROPER ESTATE PLANNING?

BCEPC would like to invite you to learn from our Council and be prepared to offer your clients current and competent advice.
Our speakers will provide you with a quick and thorough checklist of the necessary documents that all of your clients must have for an effective estate plan.   Provide your customers with the value added benefit of having a plan of their choosing rather than leaving all to chance, intervention by others or worse yet supervision and control by the government or Courts.

Speakers:

Luke P. Travis, Esq.
Jane E. Sullivan, Esq.
Jennifer P. Heald, Esq.

The meeting will be hosted by:
Baystate Financial
401 Wampanoag Train, Suite 100
East Providence, RI

To RSVP please email BCEPC@aol.com or call 508-676-3333.
 

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