Click here to learn How Morris-Hall PLLC is helping clients during the COVID-19 pandemic.
(August 14th) Q&A w/ Jim and Guest Speaker on Financial Security (Albuquerque, NM) - Morris Hall, PLLC

(August 14th) Q&A w/ Jim and Guest Speaker on Financial Security (Albuquerque, NM)

Type: seminar Date: August 14 Time: 09:00 AM - 10:00 AM Venue: MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque,
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:MH Albuquerque Office DESCRIPTION:Monthly Q&A with Jim Plitz Guest Speaker: Chad Cooper, MBA – Financial Advisor of Gateway Financial Advisors, Inc. Questions about your financial security?  If you’re like many people, you face three key financial challenges: 1. Financial vulnerability: Who will pay the bills if I die unexpectedly? 2. Longevity: Will I out live my money? 3. New Tax […] ADDRESS:9400 Holly Ave NE, Building 3, Ste B DTSTART:20180814T090000 DTEND:20180814T100000 URL;VALUE=URI:https://morristrust.com/seminars/august-14th-qa-w-jim-and-guest-speaker-on-financial-security-albuquerque-nm/ SUMMARY:(August 14th) Q&A w/ Jim and Guest Speaker on Financial Security (Albuquerque, NM) LOCATION:MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque, PHONE: DTSTAMP:20210620T180025 UID:60cf8239a10ef END:VEVENT END:VCALENDAR
      (August 14th) Q&A w/ Jim and Guest Speaker on Financial Security (Albuquerque, NM).ics
Monthly Q&A with Jim Plitz

Guest Speaker: Chad Cooper, MBA - Financial Advisor of Gateway Financial Advisors, Inc. Questions about your financial security? 

If you’re like many people, you face three key financial challenges: 1. Financial vulnerability: Who will pay the bills if I die unexpectedly? 2. Longevity: Will I out live my money? 3. New Tax Law: Do you have a strategy to take advantage of the Tax Cuts and Jobs Act of 2017? Jim will also answer questions about your other assets. 1. How do I deal with my frequent flyer miles? 2. How can I stop arguments about the assets/items in the house? 3. Do the valuables in my home need appraising? ABQ office:   Map Friends, family and neighbors are welcome.  Light Refreshments will be served. RSVP by filling in form below, or email reservation to info@morristrust.com or call  505-889-0100.
Event is due and cannot be registered at the moment