Aging, Independence, & Wealth Protection Expert Panel

KATHRYN GENOVESE, CRC® INVITES YOU TO AN EXPERT PANEL:
AGING, INDEPENDENCE, & WEALTH PROTECTION

As we age, preserving our independence and securing our wealth becomes a top
priority. That’s why I am excited to invite you to a special panel discussion with
experts in the fields of aging, insurance, legacy planning, and asset preservation.

Thursday, May 15, 2025 | 5:30 pm – 7:30 pm EST
Café Allegre | 725 Boston Post Road, Madison, CT 06443

Attendees can expect:
Insightful discussion on strategies to protect and retain your wealth
Expert advice on aging and maintaining independence
Tips on legacy planning and securing your financial future

RSVP by Wednesday, April 30, to Kathy Duncan, Private Client Associate
at 860.661.0804 or kduncan@janney.com