No-Cost Event at Pembroke Public Library in Pembroke, MA
Preserve What Matters Most to You
Strategies for Estate Planning, Preservation & Retirement Income
*This event is not sponsored by or affiliated with the Pembroke Public Library.
Event Details
Pembroke Public Library
142 Center St., Pembroke, MA 02359
Event Options:
– Pembroke Public Library on June 5 at 6:00 p.m. – Pembroke Public Library on June 6 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at Pembroke Public Library for an enlightening presentation that may help you better understand retirement and estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your estate to help ensure it passes on to your loved ones most efficiently.
- How proposed tax changes may impact your estate.¹
- How probate works and, more importantly, how you can avoid probate altogether.
- Identifying the documents needed to preserve your estate.
- Leveraging dollars for planned charitable giving.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate & retirement plan in place?
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.
67% of Americans
have no estate plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Bryan Galligan | President & Founder, South Shore Investment Services
Bryan Galligan is a dedicated financial professional and the visionary founder of South Shore Investment Services, a highly regarded Registered Investment Advisory firm specializing in full-service comprehensive financial planning. Born and raised in Brockton, MA, Bryan is deeply connected to the South Shore community. He earned his Bachelor’s degree from Stonehill College, where he honed his financial acumen and strategic planning skills, laying the foundation for South Shore Investment Services.
Bryan has been instrumental in delivering personalized and comprehensive financial planning services to clients across Massachusetts. With a keen focus on retirement planning and estate planning stategies, Bryan’s expertise lies in crafting strategies that empower individuals to achieve their financial aspirations.
South Shore Investment Services proudly serves its clientele with offices strategically located in Norwell, MA, and The Seaport in Boston. These locations enable Bryan to provide convenient access to high-quality financial guidance.
Bryan holds a life insurance license and a Series 65 license, showcasing his commitment to adhering to the highest standards of professionalism in the financial industry. The Series 65 license, combined with his extensive experience, positions him as a dedicated advisor in the realm of investment and financial planning.
Bryan’s dedication to excellence extends beyond the professional sphere. He shares his life with his wife, Cristen, and together they call Bridgewater, MA, home. This sense of community and connection is reflected in Bryan’s approach to financial planning, where he values building lasting relationships with his clients.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. Licensed Insurance Professional. We are not affiliated with any government agency.
Investing involves risk, including the potential loss of principal. No investment strategy can ensure a profit or guarantee against losses. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
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 the possible sale of an insurance/annuity product or advisory relationship.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state and issuing company.
Neither Bryan Galligan nor South Shore Investment Services offers Tax, Legal or Estate Planning services or advice. Estate planning services are available through licensed attorneys not affiliated with South Shore Investment Services.