Dive Into Summertime Planning: Have You Got the Right Mix?

Join us for this episode of Life Happens as we dive into the essential ingredients for a perfect summer—and a solid plan for your future!

Hosted by attorneys Lou Pierro and Patricia Whelan of Pierro, Connor & Strauss, this episode is all about ensuring your peace of mind …so you can you relax by the pool or any vacation spot.

We’re welcoming to the show Chelsea Whiteman, a savvy advisor with Cetera Investors. Chelsea will update us on innovative insurance options that blend the best features to minimize risk and provide comprehensive coverage without breaking the bank – including hybrid policies that can cover the cost of ⁠long-term care⁠. Lou and Patty will talk about integrating a customized ⁠estate plan⁠ by declaring your wishes, ⁠avoiding probate⁠, and ⁠protecting assets ⁠for your heirs.

Don’t miss this opportunity to get your plans signed, sealed and delivered so you can sip that cool beverage by the pool, backyard or beach with confidence.

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