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(Feb 6th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Phoenix, AZ) - Morris Hall, PLLC

(Feb 6th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Phoenix, AZ)

Type: seminar Date: February 6 Time: 06:00 PM - 08:00 PM Venue: Pointe Hilton Squaw Peak Resort, 7677 N. 16th Street, Phoenix,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Pointe Hilton Squaw Peak Resort DESCRIPTION: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 […] ADDRESS:7677 N. 16th Street DTSTART:20190206T180000 DTEND:20190206T200000 URL;VALUE=URI:https://morristrust.com/seminars/feb-6th-financial-health-wellness-event-3-parts-of-financial-well-being-phoenix-az/ SUMMARY:(Feb 6th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Phoenix, AZ) LOCATION:Pointe Hilton Squaw Peak Resort, 7677 N. 16th Street, Phoenix, PHONE: DTSTAMP:20210506T164611 UID:60941d538eb95 END:VEVENT END:VCALENDAR
      (Feb 6th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Phoenix, AZ).ics

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. Pointe Hilton Squaw Peak Resort (Map)  -   Friends, family and neighbors are welcome. RSVP by filling in the form below, or call 602-249-1328.
Event is due and cannot be registered at the moment