You've worked hard to make a life for you and your family. You obviously want to make sure that the assets that are most important to you, are properly passed to those that are most important to you.

The financial planning professionals at Rise Private Wealth Management are coming to the Durgin Center on June 28, for a presentation on legacy planning to help give you that peace of mind.



You may be asking yourself - why is legacy planning right for you? Having a legacy plan can provide:

• Improved family relationships
• Increased financial confidence
• Greater success in transferring wealth to future generations
• Less fighting and confusion after you’re gone

Legacy planning is about passing on what you think is important in life to the people or causes closest to you - and to future generations. Legacy planning can give you the resources and knowledge to help you align your legacy goals with your values.

We ask that you sign up in advance by calling the Durgin Center (207) 941-2865 so we know how many people to expect.