free seminar: asset protection planning
Thursday, April 24
6:00 p.m. Refreshments | 6:30 p.m. Seminar Begins
Sunmark Credit Union
1187 Troy Schenectady Road, Latham, NY 12110
As life changes, so should your estate plan. Whether you’ve never made one or have a plan that’s gathering dust, putting off asset protection planning can be costly to you and your heirs. Join attorney Lou Pierro of Pierro, Connor & Strauss at this interactive seminar to ensure your estate plan is up-to-date and ready to protect everything you’ve worked for – your home, retirement and life savings. You'll discover:
- The power of trusts in protecting assets and keeping your family out of court
- Strategies to build a lasting legacy for your children and grandchildren
- What may change with regard to estate and tax planning at the Federal level
- Key updates on planning for affordable long-term care and upcoming Medicaid changes in 2025
- How to customize your estate plan so it works for you today—and tomorrow
Don’t wait until it’s too late to secure your future. Join this free seminar to get the guidance you need to keep your estate plan rock-solid. Fill out the form below to register today!
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Pierro, Connor & Strauss, LLC is not affiliated with or endorsed by LPL Financial and Sunmark Wealth Management.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits
or Obligations
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May Lose Value
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Your Credit Union (Sunmark Credit Union) provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Sunmark Credit Union for these referrals. This creates an incentive for Sunmark Credit Union to make these referrals, resulting in a conflict of interest. Sunmark Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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