Strategies for Success: Estate Planning Workshop
We invite you to join us Wednesday, February 20th for a workshop on estate planning basics. Tully Rinckey PLLC Partner Jennifer Corcoran will cover the basics of estate planning, what legal documentation you should have to protect your estate, and Keystone Financial Management representative Brian McKee and Barbara A. Bertrand, CLU, will discuss planning for social security and long term care and much more.
The workshop will be held from 5:30-7:30 PM with time allotted for any questions you might have.
If you have any questions about the event or our services, please do not hesitate to reach out to Cassidy Herman at Y2hlcm1hbiB8IHR1bGx5bGVnYWwgISBjb20= or 518-218-7100. We look forward to seeing you on February 20th!
Jennifer Corcoran, Esq.
As a Partner and Consult Attorney at Tully Rinckey PLLC, Jennifer Corcoran, Esq. performs initial consultations for a wide range of legal matters, including those relating to family and matrimonial law, trusts and estates, civil litigation, real estate law, bankruptcy, business law and private sector employment law. When performing consultations, Jennifer pulls from over 20 years of legal experience to assess potential and existing clients' unique situations and provide guidance on how to move forward. At Tully Rinckey PLLC, she has concentrated her practice on family and matrimonial law, elder law, estate planning, and real estate law. She has also handled bankruptcy, business law and private sector employment law matters.
Read more about Jennifer here...
Brian T. McKee
Investment Adviser Representative
Brian earned his Bachelor's Degree in Finance from SUNY and has been in the insurance and financial services industry for over 15 years. Brian is a frequent recipient of Signator Investors' annual Achieving Client Excellence award. As an Investment Advsior Representative with Keystone Financial Management, his mission is to help clients build, preserve and transfer wealth utilizing a personalized process that takes into consideration clients' personal goals and values.
Barbara A. Bertrand, CLU
Investment Advisor Representative
Barbara has spent over 17 years working in the insurance and financial services industry. She acquired her Chartered Life Underwriter (CLU) designation from The American College of Financial Services. The CLU designation is one of the oldest and most respected credentials in the financial services industry. As an Investment Advisor Representative with Keystone Financial Management, her commitment is to help her client's achieve financial security by providing education and choices backed by the highest caliber of service.
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