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(Feb 7th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Mesa, AZ) - Morris Hall, PLLC

(Feb 7th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Mesa, AZ)

Type: seminar Date: February 7 Time: 10:00 AM - 12:00 PM Venue: Arizona Golf Resort, 425 S Power Rd, Mesa,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Arizona Golf 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:425 S Power Rd DTSTART:20190207T100000 DTEND:20190207T120000 URL;VALUE=URI:https://morristrust.com/seminars/feb-7th-financial-health-wellness-event-3-parts-of-financial-well-being-mesa-az/ SUMMARY:(Feb 7th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Mesa, AZ) LOCATION:Arizona Golf Resort, 425 S Power Rd, Mesa, PHONE: DTSTAMP:20210508T162439 UID:6096bb47e3680 END:VEVENT END:VCALENDAR
      (Feb 7th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Mesa, 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. Arizona Golf 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