All set… or optimized?
Most successful families have done some planning. The question is whether everything still works together the way you think it does.
Seating is limited.
All set… or optimized?
A lot of successful families feel like they're all set.
They have a will. They've named beneficiaries. They've saved for retirement. Maybe they even have a trust.
But that doesn't necessarily mean everything is coordinated and optimized.
What we'll talk about over dinner
No jargon, no pressure. Just the questions worth asking about a plan you may not have looked at in years.
Your host
I'm Scott Nelson, a family and multigenerational financial planner based right here in Newburyport. For more than 25 years I've helped local families coordinate the financial decisions that change as life changes - kids growing up, parents aging, careers shifting, grandchildren arriving.
Estate planning tends to get treated as paperwork you finish once and file away. I look at it differently. The documents matter, but so does whether they still fit the family you have today, and whether the plan helps you enjoy what you've built while you're here to enjoy it.
This is a local dinner, hosted by a local planner, for families in and around Newburyport. I hope you'll join us.
Don't skip the memories.
Reserve your seat
Registration takes about a minute. We have room for 100 guests, and you'll get a confirmation with the date, time, and directions to Mission Oak.
Come find out if you're really all set.
You don't need to bring documents, and nobody is going to ask you for account numbers. Come have dinner, ask the questions you've been meaning to ask, and leave with a clearer sense of whether your plan is simply in place or truly coordinated.