Did you know that almost 70% of people don’t have an estate plan? Recently, almost 60 guests joined The Scott Furman Group as we hosted our sold out Estate Planning Essentials event at The Radnor Hotel. Our guests received incredibly valuable information about how to get organized regarding their personal and financial matters – with topics covering the core estate planning documents everyone should have, planning opportunities under current law, and why trust-based estate planning strategies are more important now than ever before.
Guests enjoyed a delicious lunch and received a free gift bag filled with great information, giveaways and a free estate planning consultation! Special thanks to our co-host and guest speaker Philip Levin. Phil is a local Estate Planning attorney and principal at the Levin Law Firm. He provided his invaluable knowledge and expertise to our guests.
We love providing education and resources to our client community and will have more events coming up as part of our Concierge Service Series. If you’d like to receive updates on our next event, please sign up on the contact us tab on our website, at our Instagram link in bio, or reach out directly!
Scott Furman: 610-687-2962 or firstname.lastname@example.org