Two out of every three people in the United States do not have any estate planning documents in place. Are you one of those people?
Don’t miss this opportunity to explore estate planning with Robert Maloney, managing member of Squam Lakes Financial Advisors, LLC.
Not sure what questions to ask or where to start? In this online workshop, participants of all ages will learn about the ins and outs of estate planning, covering topics that will help you protect yourself, family members, and your assets.
About the Presenter
Robert E. Maloney is the managing member of Squam Lakes Financial Advisors, LLC., which he founded in 1982. Led by the needs of his clients, Bob developed the firm’s expertise in Retirement and Comprehensive Financial Planning.
He has long been a proponent of fee-only financial planning and was a founding member of the National Association of Personal Financial Advisors (NAPFA), the leading professional association of fee-only financial advisors.
Bob has been recognized as one of the best financial advisors in the country by Money and Worth magazines. Medical Economics also recognized Bob as one of the best financial planners in the country for doctors.