(Jan 23rd) Are Your Assets Protected for Those You Love? Q&A with Dave & Guest Speaker (Peoria, AZ)

Type: seminar Date: January 23 Time: 01:30 PM - 02:30 PM Venue: Freedom Plaza, 13373 N Plaza del Rio Blvd, Peoria,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Freedom Plaza DESCRIPTION:Monthly Q&A with David Eastman Guest Speaker: Tim S. Kerrigan JD, MBA with Clark Street Financial Dave and Tim will lead a discussion on how to protect your assets for those you love. They will explain the positive impact of pre-planning and why taking a holistic approach, by combining your estate plan with your financial plan, can […] ADDRESS:13373 N Plaza del Rio Blvd DTSTART:20190123T133000 DTEND:20190123T143000 URL;VALUE=URI:https://morristrust.com/seminars/jan-23rd-are-your-assets-protected-for-those-you-love-qa-with-dave-guest-speaker-peoria-az/ SUMMARY:(Jan 23rd) Are Your Assets Protected for Those You Love? Q&A with Dave & Guest Speaker (Peoria, AZ) LOCATION:Freedom Plaza, 13373 N Plaza del Rio Blvd, Peoria, PHONE: DTSTAMP:20210925T221601 UID:614f9fa16725f END:VEVENT END:VCALENDAR
      (Jan 23rd) Are Your Assets Protected for Those You Love? Q&A with Dave & Guest Speaker (Peoria, AZ).ics
Monthly Q&A with David Eastman

Guest Speaker: Tim S. Kerrigan JD, MBA with Clark Street Financial

Dave and Tim will lead a discussion on how to protect your assets for those you love. They will explain the positive impact of pre-planning and why taking a holistic approach, by combining your estate plan with your financial plan, can help protect your loved ones later.

They will cover topics, such as:

  • How should your assets be titled?
  • How to avoid probate.
  • How can your trust benefit your retirement assets?
  • How to protect your loved ones' inheritance after you are gone.
  • Why should you have your estate plan reviewed every 3 years?

Freedom Plaza (Map)    

RSVP by filling in the form below, or call (602) 249-1328

Event is due and cannot be registered at the moment