Critical Finance: Middle Class Estate Planning and Asset Protection with Special Guest Patrick Cawley

Critical Finance: A Nuke's Guide to Financial Planning is an educational webinar series meant to take a deep dive into many different financial planning concepts. This webinar is hosted by Ryan Townsley, CFP®, owner and lead financial adviser at Town Capital. He was a 17 year Nuclear Power Plant veteran prior to founding the only financial planning firm exclusively for the nuclear industry.

This webinar's topic:

Critical Finance: Middle Class Estate Planning and Asset Protection with special guest presenter Patrick Cawley, Owner and Attorney at Keystone Elder Law in Mechanicsburg, PA.

Agenda:
Estate planning stories and case studies
What exactly is an estate?
Why estate planning for the middle class is different
Access and control
Taxes
Long term care
What is a comprehensive estate plan?
What steps can you take now to improve your plan?

There will be live Q&A if you would like to ask questions. You can also email me your questions in advance at ryan@towncapitalllc.com. If you are not able to attend, don't worry, a recording will be sent out after the event.