Whether you are single, have small children, are looking towards retirement, or have already retired (or anything in between), having an estate plan is crucial to make sure you and your family are protected and prepared for whatever life might throw at you. Attorneys Megan Sheehan and Christine Fitta will go over the basics of estate planning, including how your estate plan might need to evolve during different phases of your life. And Bryan Hoffman, Financial Advisor, will talk about retirement planning and how Long Term Care planning can impact one's ability to retire comfortably.  The three speakers will weave together how important it is to have an advisor and attorney working hand in hand with you to develop a proper plan that is tailored specifically to your unique needs.  

Light refreshments will be served. 

About the presenters:

Bryan Hoffman, FSCP®, is a Barrington resident with a six year old son and four year old daughter. He is a Financial Advisor licensed in all six New England states as well as another eight states throughout the country. As a financial advisor and fiduciary, Bryan puts his clients at the center of everything he does and helps with planning for retirement, college planning, wealth management, and different forms of insurance like Life, Long Term Care, and Disability.

Megan E. Sheehan, Esq. is a Barrington resident with a six year old son at Sowams. Megan is licensed to practice law in RI and MA. She owns Sheehan & Associates Law, located at 65 Bay Spring Ave, Barrington, RI, with a second office in Lexington, MA. Sheehan & Associates Law was started by Megan’s mother, Maura Sheehan, in 1995, and estate planning has been an integral part of the firm for the past 20+ years. Megan loves working with families with small children in the estate planning process.

Christine Fitta, Esq. is a Barrington resident, and works with Sheehan & Associates Law in their estate planning department. Chris is licensed to practice law in RI and MA and has been a practicing attorney for over 28 years. She enjoys providing personalized legal services to families and elders. Chris has been a Barrington resident for 18 years residing with her husband and daughter who recently graduated from Barrington High School.

***Any information from Sheehan & Associates Law LLC is provided solely on an educational basis, and shall not be considered legal advice. Attorneys at Sheehan & Associates Law LLC are only licensed to practice in MA and RI, and any estate planning educational information provided will be focused on those two states.***