JOIN US FOR THIS COMPLIMENTARY SEMINAR

Securing Legacies: Planning for the Future
with Estate Strategies & Trust Solutions

Tuesday, April 8, 2025 | 5:30 PM – 7:30 PM

Northern Innov8

400 Presidential Way, Woburn, MA 01801

Asset Strategy is a network of companies providing financial wellness to individuals and families and managing corporate and nonprofit retirement plans for over 30 years. Their experienced team assists clients with managing the risk and responsibility of sponsoring retirement and investment programs, and helping individuals achieve successful financial outcomes.

Key topics covered in the seminar include:

  • Importance of Estate Planning
  • Multigenerational Planning
  • Key Questions for Legacy Planning
  • 2025 Tax Exemptions & Gift Rules
  • Estate Tax Strategies
  • Advanced Estate Planning Tools

You're Invited!

RSVP now to secure your spot!

Products and services made available through Asset Strategy and Concorde Investment are not insured by the FDIC or any other agency in the United States and are not deposits or obligations of, nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

© 2025 Northern Bank & Trust Company.