Attorney Vincent Liberti Jr. recently spoke at Bridgelight Financial Advisors’ annual “Half Time State of the Markets” event. Vincent provided insight on estate and legacy planning including information on how to get started, healthcare directives, living wills, how benefits and assets are affected, long term care, who is responsible for your trust, and risks. Protecting and preserving assets is one of Bridgelight’s “5 Pillars of Important Planning.”

The annual event also included the financial outlook for the second half of 2024 and financial planning & strategies.

The entire seminar may be accessed here.

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