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Estate Planning specifically for CT Public School Teachers


Wednesday, April 3, 2019
6:00pm to 7:30pm

111 Founders Plaza, East Hartford, CT 06108

Presented by: Scott Reed and Attorney Brendan Daly

Understanding the probate process and how different assets are passed down is an essential part of estate planning. Without proper planning, loved ones are often left with the burden of trying to sort out our affairs after we pass away. During this seminar, we'll help you understand how to plan for the preservation and transitioning of your assets as well as your survivorshop options from the CTRB, Social Security, and health insurance, and the role these topics play in estate planning.

Some of the topics we will cover include:

  • Understanding and planning for the transitioning of your wealth
  • Outline the probate process
  • The roll a Will, Trust, Power of Attorney and Medical Directive play
  • Rules for inherited assets
  • Survivorship options from the CT Teachers Pension
  • Social security and Medicare survivorship options specific to CT public school teachers

Speakers: 

Scott Reed, AIF®, CEP®, RICP®
Financial Advisor & President
Reed Financial Planning Services, LLC

Attorney Brendan Daly
Principal & Attorney
Czepiga Daly Pope & Perri