Plan today. Protect tomorrow.

Start your new year right with guidance on organizing your financial, legal, and tax affairs. Join us for this comprehensive workshop featuring three distinguished professionals who will share essential tips and strategies towards helping you build a strong foundation for the year ahead. Bagel brunch and coffee will be served!

What You'll Learn:

• How to organize important documents
• Key financial moves to make early in the year
• Tax-saving strategies for the new year
• Essential legal updates affecting your planning
• Tips for protecting your assets
• Steps to create or update your estate plan

Your presenters:

• Nolan Robinson, Esq. of Nolan Robinson Law, PC
• Alan Rothstein, CPA/PFS of Rothstein & Co., CPA's
• Marisa Rothstein, JD, CFP(t), AEP, of Siena Private Wealth, A Member of Advisory Services Network, LLC