Posted by: Pam, at RML | March 21, 2011

Now Is The Time: An Overview–Estate and Legacy Planning

This class will be presented by David Rankin of Mangan, Ernst & Rankin of Janney Montgomery Scott LLC, on Tuesday, March 22 at 7:30pm.

 Estate and Legacy Planning are foundational to protecting your family legacy, and essential to help manage/preserve your assets and their distribution. 

This course is a broad overview on the importance of beneficiary designations, key estate planning documents, wills, probate, and much more.

David  holds the designations of Certified Financial Planner, Chartered Retirement Planning Counselor (sm) and Accredited Wealth Management Advisor(sm), and lives in Bala Cynwyd with his wife and their two children. David is currently featured daily on KYW NewsRadio 1060, providing insights and commentary on today’s economy and financial markets.

I hope to see you at this informative class on Tuesday night at 7:30 in the Winsor Room. This is a good opportunity to sit down with an expert and ask some serious questions in a relaxed atmosphere.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

Categories

%d bloggers like this: