Coffee Talk with SnL

Money Matters – Managing Your Assets During Your Life and Beyond

Start the new year off by gaining valuable insight into important financial and estate planning. During this Coffee Talk, we’ll have two special guests, Mark Gubernik, CERTIFIED FINANCIAL PLANNER® professional from MG Advisory Group, and Leonard Komen, Attorney at Law. They will educate us on a wide variety of topics including what to look for in a financial planner, the importance of beneficiary designation and Power of Attorney, how to choose an attorney, and the documents you need to complete for the future (for your family). This program will not be recorded. Be sure to attend this essential Coffee Talk!