Critical Conversations: Getting Your Loved One’s Financial Affairs In Order Before A Crisis Occurs


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Larry Rollins, CFP® and Michael T. Clear, J.D.

If something were to happen to you or someone in your family… are your loved ones prepared for the situation? This discussion will focus on how to broach the topic, what needs to be addressed, and introduces a “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.

TO REGISTER, use the RSVP form on this page below. Free and open to the public.

Additional information about Larry Rollins, CFP®:

Larry Rollins is a Private Wealth Advisor for Brenton Point Wealth Advisors, located in the Westport, CT office and was just selected to the prestigious top 100 Wealth Advisors in Westchester and Fairfield Counties*. Larry most recently served as Vice President and Financial Consultant for Fidelity Investments in their Private Client Group, out of their Greenwich, CT. From 2011-2017 he received the President’s Circle Award five times, which recognizes the top 5% of Fidelity’s financial consultants nationally**. A California native, Larry graduated from California State University, Northridge. After graduating, he began his financial advisor career at A.G. Edwards, where he spent more than nine years in their Santa Barbara office. In addition to nearly 25 years of financial advising, educational and consultant experience, he holds a CERTIFIED PROFESSIONAL PLANNER™ (CFP®) certification***, and FINRA Series 7, 8, 63 and 66 licenses.

Additional information about Michael T. Clear, J.D.:

As a Partner in Wiggin and Dana’s Private Client Services Department, Michael Clear regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. Michael is a Co-Chair of the Probate and Estates Section of the Fairfield County Bar Association and the President of the Fairfield Chapter of the Exit Planning Exchange (CT XPX).

He is a frequent speaker on trust and estate strategies at bar association and continuing education events. Michael received his J.D. magna cum laude from the Quinnipiac University School of Law, where he served as Executive Managing Editor of the Quinnipiac Probate Law Journal.

He received his B.A. in political science from the University of Richmond. He holds a M.Ed. focusing on college student personnel from the University of Maryland.

*Selection to the top 100 Wealth Advisors in Westchester and Fairfield Counties is based on financial analysis conducted by the Westchester and Fairfield County Business Journals and working or living in the region.

**The President’s Circle Award selection criteria are based on an advisor’s success in client loyalty (satisfaction) scores, client retention, client acquisition and leadership.

***Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Details

Date:
September 10, 2019
Time:
7:00 pm - 8:30 pm
Cost:
Free
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Venue

720 Pequot Avenue
Southport, CT 06890 United States
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Phone:
(203) 259-0346

Other

Room Location
Auditorium