Mount Saint Mary College will host a free estate planning session on Thursday, April 4. From a previous session, left to right: Michael Passante, director of Financial Planning at Focused Wealth Management, and Elizabeth Stradar, a partner with the law firm of Northrop & Stradar, P.C.
Michael Passante, director of Financial Planning at Focused Wealth Management, and Elizabeth Stradar, a partner with the law firm of Northrop & Stradar, P.C., will host a complementary estate planning session on Thursday, April 4 at 11 a.m. at the former Johnes Holden Home in Newburgh.
The event is free, but you must register at www.msmc.edu/estateplanning. The address is 11 Balmville Road, Newburgh, N.Y.
For questions, call Tom Burnham, director of Principal Gifts at Mount Saint Mary College, at 845-569-3218, or email him thomas.burnham@msmc.edu
Many life events, including marriage, the birth of a child or grandchild, a divorce, and more can cause unforeseen financial challenges if one’s financial and estate plans are not up-to-date.
The upcoming planning session will prove helpful to those just starting the estate planning process, as well as others who were looking for tips to refine their existing plans.
The event is being spearheaded by the Mount Saint Mary College Advancement Office. For more information, visit www.msmc.edu