Estate Planning Essentials

Your family deserves a plan that protects their future. This webinar, hosted by Michael Fiffik, Esquire and Brian Green, CLTC will cover essential estate planning topics to help you understand why every family needs a solid plan in place.

During this informative session, we’ll discuss:

• What happens to your family without a will or trust

• The government’s will for your family

• What a will does and doesn’t do

• Why you need a power of attorney for money and healthcare

• Planning for children with special needs

• Planning for second marriages

This session is designed to give you the knowledge you need to make confident decisions about your family’s future. There will also be time for Q&A at the end to address your specific questions.

Register today!

Brian Green, CLTC, is a financial advisor, the Founder of 3 Point Financial Solutions, and an Investment Advisor Representative with Brookstone Capital Management. After beginning his career in education, he transitioned to financial services in 1998.

Brian and his strategic partners collaborate with clients to develop comprehensive plans for optimal retirement. This includes strategies to minimize financial risk through retirement planning, estate planning, personal insurance, wealth building, asset protection, and debt management.

Raised by a single mother, Brian established the Phyllis J. Green Memorial Fund to provide complimentary financial planning services to single parents. This fund also creates scholarship opportunities for their children to pursue higher education.

Outside of his professional career, Brian has been happily married to his wife, Kelly, for 32 years. Together, they have two adult children, Taylor and Jared. He enjoys traveling and cherishes family time.

Brian is a graduate of the University of Pittsburgh, Class of 1992.