Harris Beach Murtha Trusts and Estates Partner Richard Marone will present a Lunch & Learn session on Estate and Personal Planning at Holy Family Retreat Center on Monday, April 20, 2026, from 12:00 noon to 1:30 p.m.
Richard will co-present with Suzanne Giuffrida; both are members of Holy Family’s Advisory Board. Their session will cover:
- Gain valuable insights into various estate planning tips, tools, and solutions
- Understand how to secure your future and leave a legacy at Holy Family
- Learn how you can transfer wealth to your heirs and charitable beneficiaries
- Get helpful tips on ways to save on taxes
A complimentary lunch will be served.