Thursday, November 10th was our last Fall Seminar Series workshop for 2022.
The office was filled with clients who came out to hear Attorney Louis Spadaccini, Blackwell & Spadaccini LLC, who knocked it out of the park with his presentation about “Making Your Wishes Known & Protecting Your Legacy”. He helped identify ways for Connecticut residents to maximize their legacy while minimizing costs and delays in Probate Court. The discussion included the difference between a Power of Attorney and Executor; gifting strategies; protecting your assets; and what to expect from the probate process. Wills, Trusts, Healthcare Directives as well as Section 19 were explained. Lou fielded dozens of questions and we thank him for his time and expertise!!
We’re also celebrated Veterans’ Day with a special gift for all who served.
The workshop was held at our Manchester office (as well as online) and included a light dinner, dessert and a door prize drawing.
Thomas F. Scanlon is a member of the American Institute of Certified Public Accountants and the Connecticut Society of CPA’s. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Borgida & Company, P.C. is not affiliated with nor endorsed by Raymond James Financial Services, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of Brooke Evans or Louis A. Spadaccini. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.