You're invited!
Preserving Your Estate: Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Join your local host at Pembroke Public Library on Thursday, May 22 or Thursday, May 29 at 6:00 p.m. for a timely and informative financial and estate planning seminar. During this event, we’ll discuss:
- The importance of estate planning: Why having a strategy is critical for protecting assets and securing your legacy.
- Understanding estate tax laws: Key insights into exemptions, gift limits and the step-up in cost basis.
- Three major risks to your legacy: Avoiding challenges related to probate, incapacitation and improper asset distribution.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Attendees will also have the opportunity to receive a complimentary Retirement, Social Security & Tax Analysis and Risk Assessment
Event Details
Location
Pembroke Public Library
142 Center St, Pembroke, MA 02359
Date & Time
– Thursday, May 22 at 6:00 p.m.
– Thursday, May 29 at 6:00 p.m.
Registration Closes In:
There's no better time to reevaluate your estate plan to help ensure you can preserve your estate and leave a lasting legacy. At this seminar, we'll discuss:
- Creating a personalized estate plan: How to get started with financial guidance to meet your unique needs.
- Avoiding the pitfalls of probate: Strategies designed to save time, reduce costs and help ease stress for loved ones.
- • Help reduce taxes and costs: Time tested methods used to help minimize probate fees, court costs and taxes.
- Aligning asset distribution aligns with your wishes: Using trusts, wills and intestacy planning effectively.
- Preparing for incapacitation: Tools like durable powers of attorney, health care directives and long-term care planning.
- Addressing special circumstances: Tailored strategies for blended families, business succession and special-needs heirs.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Your Presenter
Bryan Galligan | President & Founder | South Shore Investment Services
Bryan 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, 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 Series 65 license, showcasing his commitment to adhering to the highest standards of professionalism in the financial industry. This 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.
Bryan is driven by a mission to demystify the complexities of financial planning and empower individuals to protect their financial futures. His client-centric approach, coupled with a commitment to ethical practices, has earned him the trust of those seeking guidance.
With Bryan Galligan at the helm, South Shore Investment Services continues to be a beacon of financial wisdom, guiding clients through the intricacies of retirement and estate planning with integrity and precision.
Frequently Asked Questions
What is Financial & Estate Planning 101?
Financial & Estate Planning 101 is associated with Your Retirement Reality; a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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!
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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
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.
(Company/Agent) 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.
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. 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 or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.