You’re invited to a relaxed and informative free Brunch & Learn at Amelie's in Rock Hill where estate planning attorney, Megan Lai, and financial advisor, Jim Paolone, will walk you through the common missteps that can lead to confusion, delays, or unintended consequences when managing your financial affairs or passing assets to loved ones.
This one-hour session is designed to help you take the right next steps, avoid costly mistakes, and feel confident about your plans for the future over coffee and pastries in a welcoming, no-pressure setting.
Seats are limited — RSVP today!
