Click here to learn How Morris-Hall PLLC is helping clients during the COVID-19 pandemic.
(Feb 5th) CANCELLED - Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (south Scottsdale, AZ) - Morris Hall, PLLC

(Feb 5th) CANCELLED — Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (south Scottsdale, AZ)

Type: seminar Date: February 5 Time: 06:00 PM - 08:00 PM Venue: Hilton Scottsdale Resort and Villas, 6333 N Scottsdale Rd, Scottsdale,
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:Hilton Scottsdale Resort and Villas DESCRIPTION:We apologize for the inconvenience, but this seminar has been cancelled. Please see our other seminars. www.morristrust.com/seminars Understanding the three parts of financial well-being and how they work together for your benefit. Just as a balanced diet is vital for our bodies to function properly, taking a holistic approach to estate planning is critical to ensure […] ADDRESS:6333 N Scottsdale Rd DTSTART:20190205T180000 DTEND:20190205T200000 URL;VALUE=URI:https://morristrust.com/seminars/feb-5th-cancelled-financial-health-wellness-event-3-parts-of-financial-well-being-south-scottsdale-az/ SUMMARY:(Feb 5th) CANCELLED — Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (south Scottsdale, AZ) LOCATION:Hilton Scottsdale Resort and Villas, 6333 N Scottsdale Rd, Scottsdale, PHONE: DTSTAMP:20210506T160952 UID:609414d0172e5 END:VEVENT END:VCALENDAR
      (Feb 5th) CANCELLED — Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (south Scottsdale, AZ).ics

We apologize for the inconvenience, but this seminar has been cancelled. Please see our other seminars. www.morristrust.com/seminars


Understanding the three parts of financial well-being and how they work together for your benefit.

Just as a balanced diet is vital for our bodies to function properly, taking a holistic approach to estate planning is critical to ensure financial health and well-being.

Join us at one of our upcoming events to learn more about the three essential components to a balanced estate plan:

  • Estate Planning

  • Financial Planning

  • Tax Implications

Morris Hall will lead a discussion on: - Recent law changes that may affect your estate plan. - The increase in the estate and gift tax exemptions. - IRA/retirement planning. Tim Kerrigan - Clark Street Financial Discussion on financial options: - Integrating your investment strategy. - Investing to maximize the Tax Code changes. Kevin Stephens - Stephens & Company, PLLC Discussion on new tax reform updates: - Changes that impact individuals and families. - Changes that impact small businesses including pass-through entities.      
Event is due and cannot be registered at the moment