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Office Hours with Lesley McCarthy: Protecting Your Family, Your Wealth and Yourself

How long has it been since you had your will or your insurance portfolio reviewed? Have your or even your parents’ life circumstances (marriage, family, divorce, re-marriage, children, grandchildren, illness, death) changed? Your will and other insurance plans should be reviewed to ensure you’re adequately covered or to evaluate whether you still need it.

Some things to consider:  

  • Do I still need insurance?

  • What type of insurance do I need (Life, Disability, Long Term Care) to protect my family and how much?

  • What about the coverage I have through work? What happens when I leave that job?

  • Who are my beneficiaries and do they need to be changed? Does my ex-husband still need to be a beneficiary?  What about my children?

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Co-Co member Lesley McCarthy will take a look at your documents, answer questions, and make recommendations based on your unique circumstances.

Lesely lives in Summit and has been in the insurance industry for over 20 years. Currently with Forest Hills Financial Group, Lesley has held various positions with major carriers and agencies working with clients and insurance brokers. She has focused on insurance planning and protection, with particular expertise in long term care.

Earlier Event: August 28
Wellness Wednesday with Project Physique
Later Event: September 12
Curated Art Walk with Summit Public Art