Succession Planning

Cottage Succession Planning protects what you love.

Your goal is to protect three things: the people you love, a place you love and the life experiences and cottage memories you have.

By having a solid cottage succession plan in place your heirs avoid common estate and real estate surprises.

An informative, no sales pitch session on succession planning took place, Saturday, July 7, 2012 at 1:00 p.m., at 584 Jennison Road.

This presentation opportunity had been advertised on both Shawano sign boards, in the spring 2012 edition of The Loon’s Call and posted on this web site.

Geoffrey Parker, Stonehaven Finanacial Group Inc. was the guest presenter.

Nancy & Wally Pitt convened this event on behalf of Shawano Ratepayers Inc.

For those of you who did not attend but have an interest in learning about Succession Planning search out Stonehaven Financial Group Inc. in the advertising section of this web site, and click on the brief ad to be connected to the web site for Geoffery.