If you or family members are interested in learning more about how to protect your savings so you can pass as much money on to your heirs as possible, you won’t want to miss a workshop hosted by Liberty Wealth Management Advisor Ben Chunko.
“Strategies on Protecting Your Wealth and Passing It On” will be held Friday, Jan. 29 at 12:30 p.m. in the Tavern Room at the Heller-Wagner Grist Mill, 150 W. Walnut St., Hellertown.
The topics that will be discussed will include:
- Information and Myths about Long-Term Care
- Strategies to Maximize Wealth Transfer
The historic Heller-Wagner Grist Mill is located at 150 W. Walnut St., Hellertown.
The seminar is intended for people nearing retirement age or currently in retirement, but it could also be beneficial for individuals who would like to help their retired parents or loved ones with upcoming financial decisions.
It will also be a great opportunity to meet or introduce a friend to Ben, a Saucon Valley native.
Lunch and refreshments will be served.
If you would like to attend the workshop, please RSVP to Kelsey Boyer at 610-398-7333 by Friday, Jan. 22, 2016.
Ben Chunko, Wealth Advisor, is a Saucon Valley High School graduate. In 2002 he graduated from Bucknell University with a Bachelor of Science degree in Business Administration. He began his financial planning career as a Financial Specialist for Wachovia in 2003. He then joined Morgan Stanley in 2009, where he worked as a Financial Advisor. After three years with Morgan Stanley, it was time to make a change to his current role with Liberty Wealth Management. Ben’s professional credentials include being Series 7 and 66 licensed, and Life, Accident and Health licensed. In his life away from the office, Ben is a volunteer wrestling coach for Saucon Valley, a member of the Hellertown Lions Club and a member of St. Theresa’s church in Hellertown. In his spare time he enjoys spending time with his wife Kelly and their three sons.
Investment Advisory Services offered through Liberty Asset Management, LLC. Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/SIPC. 2001 Route 46, Suite 506 – Parsippany, NJ 07054 (973) 394-0404
