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What is an estate plan and why do you need one?

Apr 20, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Bryan Saxton
Founder & Attorney @Saxton Law
Bryan is the founder of Saxton Law, a law firm focused on real estate, business transactions, and estate planning. Within his estate planning practice Bryan represents individuals and families to customize documents and solutions based on their unique needs including wills, trusts, powers of attorney, and medical advance directives. Having worked in large and small law firms, Bryan provides his clients with an excellent level of service from a cost-efficient perspective. Bryan is admitted to practice law in the State of Maryland and the District of Columbia.
Jason Topper
Sr. Financial Advisor @Turning Point Financial
Jason looks to work with families, individuals and successful business owners in the development of meaningful, long-term financial strategies. He helps clients to identify their life priorities and to build a financial solution based upon their risk tolerance, time horizon, liquidity needs and overall investment goals. Jason’s goal is to become a trusted resource to each of his clients. Together with his clients, he can provide financial advice and guidance in their pursuit of personal, financial and professional success as they work towards and live in retirement. Working at Turning Point allows Jason to put the client first and bring appropriate solutions to meet client’s needs. Jason Topper graduated Summa Cum Laude from Lock Haven University and continued on to receive his Master’s degree graduating Magna Cum Laude from The George Washington University.
Kurt LaLomia
Financial Advisor @Turning Point Financial
Kurt began his financial services career in New York and moved his family to Baltimore in the mid-1990s to work with the Legal and Compliance Department at Legg Mason. He served as a Managing Director and worked closely with advisors, traders and research analysts throughout the U.S. and Europe. After more than 20 years in management, Kurt decided to get back to why he originally became a part of this industry – to help people. In addition to his numerous securities licenses, he went on to earn the prestigious CFP® (Certified Financial Planner) designation and is now employed as a Financial Advisor with Turning Point Financial, based in Frederick, MD. Kurt has a passion for working with Federal Government Employees and Federal Government Contractors. He and his firm have years of experience helping clients with Federal Benefits and has completed an extra layer of specialized training and was awarded the Chartered Federal Employee Benefits Consultant designation.