Free presentation, open to the public
Financial Planning Luncheon: An Expert Tells You What You Need to Know
Join us for lunch and find out how to get started with estate planning. How can you preserve the most value for your heirs? If you are planning a move to a CCRC, does that affect the planning process? Expert financial planner David S. Workman will tell you what you need to know. Afterward, come for a tour of our community.
Friday, January 14 at 12:30 pm
Stonebridge at Montgomery
100 Hollinshead Spring Road
Skillman, NJ 08558
RSVP by January 11 to (609) 759-3603
Stonebridge at Montgomery is affiliated with Princeton-based Springpoint Senior Living, New Jersey’s leading provider of senior housing and services. To learn more, please visit