SVA Plumb Financial’s Jeanne Mraz, CFP®, CEPS and Christopher Thomas will present an educational seminar on February 4, 2019 for the Attic Angel Association’s Continuing Education Program For Seniors series. The presentation, titled Getting Your Affairs in Order, will discuss the basics of estate planning, wills and trusts, and the steps individuals should complete as they age to reach their retirement and financial goals.
Jeanne is a Wealth Manager with over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.
Chris is a Principal with SVA Plumb Wealth Management, LLC. He works with families and businesses to assist in all aspects of their financial life. He provides a wide range of financial planning, asset management, charitable giving and complex estate planning. Chris also provides education meetings for participants in qualified retirement plans, assisting them with their long-term goals.
For more information, visit www.atticangel.org/events-news/continuing-education.