Leaders Luncheon: Smart Wealth Planning for Your Lifetime and Beyond 

We spend our lives working, saving and accumulating suff that we love. We build businesses that support us and our families. Then as we contemplate how we retire, sell our business or navigate hard-to-predict events, decision-making becomes more complex. Our focus shifts.

How will we live on our savings without worry? How do we protect what we've built? How can we pass our wealth onto family and our community in ways that feel good? 

In business, we call it succession planning. In life, we call it estate planning. However we phrase it, having a plan for spending and tranferring our wealth builds confidence and reduces financial worry in our lifetime and beyond.

Join Feliz Martone, Martone Law Firm, and Kelley Tredwin, Altalune Wealth Advisors, LLC, for a conversation about wealth planning and feeling less worry about your financial future.