‘When a Loved One Dies’ Estate Planning Workshop

with Invest in You

Losing a loved one is one of life’s most difficult challenges. While you’re grieving, you may also face the daunting tasks of planning a funeral, settling an estate, taking on new responsibilities and making important financial decisions. Especially if you’ve never done it before, this process can feel confusing and overwhelming.

We’re here to help. We encourage you to attend our Invest in You workshop, “When a Loved One Dies,” to learn how to prepare yourself and your loved ones. MtM financial advisor Alyssa Young is teaming up with estate planning attorney Keith Strohl, of Steckel and Stopp, to present useful tips and strategies you can use before and during these challenges.

“When a Loved One Dies” is a one-hour session that will be held twice on Oct. 30.

DATE: Monday, Oct. 30

TIME: 3 p.m. or 7 p.m.

PLACE: Palmer Branch of Easton Area Public Library: 1 Weller Place, Easton (Palmer Township).
It’s just off Newburg Road near its intersection with Route 248.

As of Sunday, Oct. 8, both sessions are full. Please sign up to join our waiting list so that you get priority to attend at the next opportunity.

Invest In You Waiting List

Sign up to be informed if seats become available at our Oct. 30 workshops or if we schedule additional sessions in the future.

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This workshop is offered by our quarterly event series, Invest in You: Connecting & Inspiring Lehigh Valley Women—but all are welcome (not just the ladies). Our next ladies-only Invest in You event is right around the corner, so look out for your invitation!

With questions about the workshop, contact Alyssa Young, MtM financial advisor, via email at [email protected], or call 610-746-7007.

This is an informational event.  There is no cost or obligation.  The Strategic Financial Alliance, Inc. (SFA) does not give tax or legal advice.  Keith Strohl and Steckel and Stopp are not affiliated with SFA or MtM Financial Group.