May 2nd First Friday -- WHAT IF?

WHAT IF……
  
What if your spouse dies or parents dies?

1. Where are the important documents?
2. Women whose husband passes away- Are you prepared to  handle the finances during a time of emotional upheaval?
3. Are the correct  beneficiaries up to date on all of your accounts?

 
What if one or both of your parents become ill suddenly?

1. When did you last have a conversation with you children or designated person regarding your important documents; are they all together in one place?
2. Do you have a POA, declared a Health Care Proxy, prepared a living will and planned for long term care issues?

 
What if you don’t have enough money to retire?

1. Have you planned properly for retirement- What is enough?
2. What if the market tanks right before you are ready to retire?

Our speaker will answer these and more .... Sherry DeGenaro  is a Managing Partner with Harbour Bridge Wealth Management Advisors  along with her business partners, Maureen Miller, Tim Erday and Joe Newman. She has provided personal financial consulting to her clients for the past 30 years.  Their offices are located in the Bouras Building at, 25 Deforest Avenue, Summit, NJ..