What To Do When You Inherit Money

November 18th, 2026 | Penfield Recreation Department | 6:00PM - 7:00PM

Inheriting money can bring a mix of emotions—and a lot of questions. Should you save it? Invest it? Pay off debt?

Join Alex Neri CFP®, ChFC®, RICP® for an informative seminar where he’ll walk through what to consider, what to avoid, and how to make the most of your inheritance. Whether you've recently received an inheritance or want to be prepared for the future, this seminar will provide clear, actionable advice in a welcoming setting.