14 2019

You and Your Money… and the Next Generation

1:30PM - 2:50PM  

JCC of Middlesex County 1775 Oak Tree Road
Edison, NJ 08820

Contact Sue Horwitz

Presenter: Frank Cesaro,
Vice-President/ Senior Branch Manager,
Chester Branch, M&T Bank
We at M&T Bank know you have worked hard over the years and wisely saved your money for the future. You have done a good job saving to ensure a comfortable retirement. Now you may be at a point where you are considering how to pass some of these assets on to the next generation ─ your children or grandchildren, or to a favorite charity. Our goal at M&T Bank is to help you understand some of the factors involved with transferring assets in a tax-efficient manner so that you can make an informed decision; one that best meets your needs and assures the greatest benefit for you and your family.
Please join Frank Cesaro and Dina Cullen on May 14th, 2019 for an informative workshop on how to best protect your assets.