Protecting What Matters Most: Estate Planning & Key Financial Safeguards

Join us for an informative presentation with Sean Hagan, Partner and Estate Planning Attorney at Long Hagan Huff-Harris, and Kallie Rosenbach, Investment & Insurance Advisor at Peroni Financial Group. Together, Sean and Kallie will walk you through the essential steps of protecting your assets, your loved ones, and your future.

Sean will share insights on how thoughtful estate planning can ensure your wishes are carried out, your family is protected, and your legacy is preserved. Kallie will highlight the financial side of protection planning, covering disability insurance, life insurance, and long-term care strategies. With real-life examples and practical takeaways, you’ll gain a clearer understanding of how legal and financial planning work hand-in-hand to safeguard what matters most.

Whether you’re just starting to think about your plan or looking to strengthen an existing one, this session will equip you with the knowledge to make informed decisions and take action with confidence.