Want some free estate planning advice? What better time than when families are gathered together during Brick City Homecoming Weekend at Rochester Institute of Technology.
On Saturday, Oct. 8, Paul Comstock, chairman of Paul L. Comstock Co. Wealth Advisory Services, will be speaking on The Unintended Consequences of Estate Planning: How to Promote Financial Responsibility in Future Generations Through the Wealth Transfer Process. The talk, sponsored by RIT’s College of Business, will be held from 11 a.m. to 12:30 p.m. in RIT’s Student Alumni Union, Clark Room A-C.
Participants in the interactive workshop—to include husband, wife and adult children (if available)—will discuss the implementation of wealth assessment. Learn how much of your money should be left and for what purposes, when it should be disbursed, how it should be organized, who will be in charge of it and what are the desired outcomes and expectations for both the givers and receivers.
Family members will leave with a mission statement and worksheet to fulfill their estate planning objectives. The lecture is free and open to the public. For more information, contact Donna Slavin at 475-2199 or email@example.com.