Investing & Estate Planning
Surviving The Pandemic: Is Your "House" In Order?
Wednesday, May 18, 2022, 12:00 - 1:00 p.m. ET
None of us could have anticipated the impact that the novel COVID-19 virus would have on our lives. Overnight, staying healthy, keeping our businesses operational, and supporting our families became our 24/7 mission. And, the pandemic’s dominance in our lives is not over yet. Join Donna Walsh, MBA, CRPC of Highland Financial Group in Wellesley and Daryl Cameron Every, Esq. in Milton who will discuss how to thrive, despite these demands. By attending this program, you will learn:
- How to Build Wealth
- A Look at the Stock Market Over the Years
- Taking Control - Do You Have a Financial Plan
- Do You Know What Your Income Needs Will Be in Retirement
- 4 Essential Legal Documents Everyone Should Have
- Trusts – Who Needs Them, Who Does Not
- Whether or Not It is Important to Avoid Probate
- Protecting Assets if Health Care Costs are Beyond Reach
About Our Speakers
Daryl Cameron Every, Esq. is a sole practitioner in Milton, where she concentrates in trusts and estate planning, special needs and elder law, disability advocacy, and public benefits. Ms. Every acts both as trustee to family and special needs trusts, as well as trust counsel. She advises families, guardians, trustees, and non-profit organizations, who are committed to maximizing public benefits with private resources for individuals with intellectual and/or physical disabilities. She serves as Court appointed Rogers Counsel in guardianship matters involving antipsychotic and other substitute judgment matters. Moreover, Ms. Every is the Past President of the Norfolk Plymouth Estate Planning Council, and maintains active memberships in the Academy of Special Needs Planners (ASNP), Massachusetts Chapter of National Academy of Elder Law Attorneys (MassNAELA), and Boston Bar Association (BBA). Attorney Every is a graduate of Northeastern University School of Law and the University of Massachusetts at Amherst.
Donna Walsh, MBA, CRPC is a Financial Advisor with Highland Financial Group in Wellesley. She has worked with individuals, families and business owners on their planning and investment process since 2007. She functions as a financial wellness advisor providing a wellness check on your financial situation and a strategy to meet your needs. Donna’s approach is to develop a portfolio of financial instruments that will work towards meeting the strategy for your clearly defined goals and priorities. Donna was also Treasurer for Cumberland Farms/Gulf for over 15 years handling the company’s investments, budgeting, cash management and lending requirements. Donna graduated from Suffolk University with an MBA and a Bachelor of Science in Accounting. Donna is Past President and Treasurer for Boston Women in Finance and presently Advisory Council Chair.
To register for this program, please fill out the form on the left. A meeting link will be shared with you shortly afterwards. For questions or more information, please contact firstname.lastname@example.org.