Seminar – Protecting Your Legacy Against Your Heirs’ Misfortunes

Date(s) - 01/21/2016
6:00 PM - 8:00 PM

Modera Wealth Management, LLC


You are cordially invited to attend an informative seminar entitled, “Protecting Your Legacy Against Your Heirs’ Misfortunes” featuring Gilbert M. Levine, Partner, Levine DeSantis, LLC and Adam Leone, Principal and Wealth Manager, Modera Wealth Management, LLC. The seminar will answer the following important questions among others:

  • How can I plan to shelter my inheritance from loss due to marital issues, creditor problems, taxation and malpractice claims?
  • How can I safeguard estate distributions?
  • What plan can I put in place to insulate legacies from third parties?
  • How can my plan benefit my chosen heirs?
  • How do I implement my estate planning strategy?
  • What are best practices to ensure a coordinated approach with my trusted advisors?

Feel free to bring your adult children and friends. Refreshments will be served prior to the seminar.

If you are unable to attend and would like to listen in via conference call/Go To Meeting, please let them know and they can accomodate.

Thursday, January 21, 2016
6:00 to 6:30 pm Refreshments
6:30 to 8:00 pm Presentation

Modera Wealth Management, LLC
56 Jefferson Avenue, 2nd Floor
Westwood, NJ 07675

RSVP by January 14, 2016:

By email:
By phone: (201) 768-4600