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Estate Planning Part II (In-person or online)

Thu, May 29

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Aroostook Agency on Aging

Learn helpful tips on how to plan for the future!

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Estate Planning Part II (In-person or online)
Estate Planning Part II (In-person or online)

Time & Location

May 29, 2025, 1:00 PM – 3:00 PM

Aroostook Agency on Aging, 260 Main St, Presque Isle, ME 04769, USA

About the event

Elise Browning, MBA, PhD, a financial advisor from Ameriprise Financial, will discuss financial planning considerations. The seminar will cover three main topics: simple steps to protect and transition your investment accounts; how to use life insurance to multiply wealth for generations to come; and tax-efficient ways to start giving to the next generation right now. Preregistration is required to attend in person or at a regional Access Point; please call 764-3396/800-439-1789 for the location nearest you. Sponsored by the Foundation for the Aroostook Agency on Aging.

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Nondiscrimination Statement

The Aroostook Agency on Aging complies with applicable Federal civil rights laws and does not discriminate on the basis of physical or mental disability, race, color, creed, age, gender, gender identity, sexual orientation, religion, ancestry, or national origin in admission to, access to, or operation of its services, programs, or activities.

Federal Grant Funding Disclosure

This Agency is supported in part by the Administration for Community Living (ACL) of the United States (U.S.) Department of Health and Human Services (HHS). As program funding amounts change frequently, please contact the Agency by email at info@aroostookaging.org or call 1-800-439-1789 for more information on the percentage of funding received through federal and other sources. The contents of this website are those of the Agency and do not necessarily represent the official views of, nor an endorsement by, ACL/HHS, or the U.S. Government. For more information, please visit the ACL website, www.acl.gov.

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