Press release:
Edward Jones Financial Advisor Michael R. Marsh, of Batavia, is hosting a free 60-minute educational seminar titled "Preparing Your Estate Plan" at 5:30 p.m. on Thursday, March 6th at the branch office, 7 Jackson St. in Batavia.
Michael will present this seminar along with Bonarigo & McCutcheon, Benjamin J. Bonarigo Sr.,Esq., a local estate planning attorney.
Many people tend to put off or ignore developing a sound estate plan, but it's one of the most important things an investor can create. During the seminar, participants will learn more about:
- What to consider when creating a will;
- Benefits of trusts in estate planning;
- How to help reduce taxes on one's estate;
- How insurance can help protect one's family.
The seminar is free, but space is limited. To make a reservation, call Robin Ettinger at 585-345-1773.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.
The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
