Safeguard Your Legacy

Safeguard Your Legacy

The estate planning insights you need to
ensure your family’s future security and well-being

You and a guest are cordially invited to an enlightening discussion on June 20th featuring Jesse Giordano, CFP®, and Joseph N. Filosa, CFP®, Estate Planning experts from Opal Wealth Advisors. 

Date: Thursday, June 20, 2024
Time: 5:30-7:30 pm
Location: Opal Wealth Advisors 2 Jericho Plaza | Suite 208 | Jericho, NY 11753 (Map)
Enjoy a complimentary catered dinner and drinks.

Estate planning is about so much more than having a will or minimizing taxes; it’s about the peace of mind of providing for your loved ones for years to come. 

During the event, you will:    

  • Discover how organizing your financial life can help you achieve your financial goals for you and your family, both now and in the years to come. 
  • Create a roadmap of your wealth and wishes to guide your family in your absence, and ensure they’re documented and legally binding. 
  • Receive a copy of the Opal Financial Life Organizer, along with personalized guidance on how to complete and use it effectively. 

Don’t miss this opportunity to start developing a purposeful wealth continuity plan to share with your loved ones. Please RSVP by June 18th — and feel free to bring a guest! 

 Register today to reserve your seat.
Please RSVP by June 18th – and feel free to bring a guest!