GROWTH. TRANSFER. LEGACY.
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Center for Health & Rehabiliation
118 Jefferson St.
Fairfield, CT 06825
Hosted by Ludlowe Center for Health & Rehabilitation
Presented by Larry Rollins, Private Wealth Advisor and Denise Mortati, Attorney
If something were to happen to you or someone in your family… are those who would need to take over prepared for the situation? Join us for this informative discussion, which will focus on how to broach the topic, what needs to be addressed, and introduces our “Contingency Organizer” that can assist in capturing critical information before there is a need. This can save time, money, lessen anxiety in stressful times, and assist you in executing your plan.
Larry Rollins, a Private Wealth Advisor for Brenton Point Wealth Advisors, located in the Westport, CT office. Larry most recently served as Vice President and Financial Consultant for Fidelity Investments in their Private Client Group, out of Greenwich, CT. In addition to nearly 25 years of financial advising, educational and consultant experience, he holds FINRA Series 7, 8, 63 and 66 licenses.
Denise A. Mortati, Attorney licensed in the state of Connecticut. Specializing in: Estate planning, including the drafting and execution of wills, revocable and irrevocable trusts, advanced healthcare directives and powers of attorney; special needs planning; wealth preservation. Elder law issues, including Medicaid benefits, asset protection/spend down of assets, and the preparation of Title XIX applications; pooled trusts; guidance regarding elder care options. Probate matters, including decedents’ estates, conservatorships and guardianships.
Please see attached file to print information.
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