Events

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During the presentation, Karen Drancik of Neuberger Berman will be discussing planning tools and the importance of working with your family and financial advisor to document your wishes.

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During the presentation, Karen Drancik of Neuberger Berman will be discussing planning tools and the importance of working with your family and financial advisor to document your wishes.

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore:

· Your Age vs your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain

Join us for a Spring Shred Day on April 16th from3:00 p.m. to 6:00 p.m. Safely dispose of your sensitive documents and enjoy a sweet treat with the Marcontell Wealth Management team!

During this complimentary session, we’ll discuss four main topics to help put recent events in perspective and explore important investing lessons along the way. We’ll discuss how:

· The Market Tends to Reward Long-Term Investors

· Weakness Presents Buying Opportunities

· Time in the Market Matters, Not Market Timing

· Diversification Is Important