Timely Event at Duxbury Free Library in Duxbury, MA
Preserving Your Estate
Financial Considerations to Help You Leave a Lasting Legacy
Event Details
Duxbury Free Library
77 Alden Street, Duxbury, MA 02332
Event Options:
– Wednesday, July 8 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you understand how today’s financial decisions could shape your estate plan and the financial stability of your loved ones?
Join us at Duxbury Free Library for an enlightening presentation designed to help you better understand how insurance products and financial strategies intersect with estate planning considerations and retirement income decisions.
This session focuses on financial awareness, not legal advice. At the event, we’ll discuss:
Common financial considerations that can influence retirement and legacy outcomes.
How retirement income decisions can impact surviving spouses and loved ones.
The potential role insurance products can play in providing income continuity and protection.
How beneficiary-related decisions within financial accounts can affect long-term planning.
Ways unexpected events—such as illness, disability, or extended care needs—can affect retirement assets.
How long-term care expenses may influence financial plans and legacy goals.
Financial risks that can impact wealth over time, including market volatility and changing tax rules.
How insurance and survivor benefits are often incorporated into broader financial planning discussions.
Why coordination between financial decisions and legal planning is commonly encouraged.
Philanthropic and legacy considerations from a financial planning perspective.
- And much more!
*The featured speaker is not an estate planning attorney. This presentation is being given by a licensed insurance professional and is designed to inform you of how insurance products and strategies may intersect with your estate plan. For help with creating or revising your estate plan, please contact an attorney.
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Do you know how your retirement income plan intersects with your estate plan?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
Bryan Galligan | President & Founder | South Shore Investment Services
Bryan holds a bachelor’s from Stonehill College and is a certified Estate and Trust Specialist, further enhancing his expertise in providing strategies for retirement and estate planning. Early in his career, Bryan realized financial planning wasn’t just about investments—it also included important legal documents to protect assets. This insight led him to work closely with an in-house attorney who helps set up essential legal protections for clients, helping ensure their financial futures are stable.
With a Series 65, Bryan brings a high standard of professionalism to his advisory services. Through offices in Norwell, Mass., and The Seaport in Boston, he provides personalized financial strategies with a focus on long-term planning. His client-centered approach—grounded in integrity and ethical practices—has earned him the confidence of clients across Massachusetts.
When he’s not working, Bryan enjoys spending time with his wife, Cristen, and their son, Cash. He also enjoys playing golf and attending Stonehill baseball games, staying connected to his alma mater.
Presented by Bryan Galligan. Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. South Shore Investment Services and Your Retirement Reality are unaffiliated entities. Licensed Insurance Professional. We are not affiliated with any government agency.
South Shore Investment Services does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Bryan Galligan and President & Founder | South Shore Investment Services do not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
President & Founder | South Shore Investment Services offers insurance products and services. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities. Attend and learn how insurance products can be used in various stages of retirement income planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.