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(Jan 8th) Have you had the Conversation? - Estate Planning Q&A with Guest Speaker (Albuquerque, NM) (Copy) - Morris Hall, PLLC

(Jan 8th) Have you had the Conversation? – Estate Planning Q&A with Guest Speaker (Albuquerque, NM) (Copy)

Type: seminar Date: January 8 Time: 09:00 AM - 10:00 AM Venue: MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque,
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    • 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 Guest Speaker: Lonnie Brink, Financial Advisor with Edward Jones Presenting on: Tax-Free Investing: It’s Not What You Make, It’s What You Keep. We all know there are two certainties in life: Death and Taxes. When your estate plan and your financial plan work together it helps keep the government from becoming a big beneficiary […] ADDRESS:9400 Holly Ave NE, Building 3, Ste B DTSTART:20190108T090000 DTEND:20190108T100000 URL;VALUE=URI:https://morristrust.com/seminars/jan-8th-have-you-had-the-conversation-estate-planning-qa-with-guest-speaker-albuquerque-nm-copy/ SUMMARY:(Jan 8th) Have you had the Conversation? – Estate Planning Q&A with Guest Speaker (Albuquerque, NM) (Copy) LOCATION:MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque, PHONE: DTSTAMP:20210620T023530 UID:60cea9721de68 END:VEVENT END:VCALENDAR
      (Jan 8th) Have you had the Conversation? – Estate Planning Q&A with Guest Speaker (Albuquerque, NM) (Copy).ics

Monthly Q&A with Jim

Guest Speaker: Lonnie Brink, Financial Advisor with Edward Jones

Presenting on: Tax-Free Investing: It’s Not What You Make, It’s What You Keep.

We all know there are two certainties in life: Death and Taxes. When your estate plan and your financial plan work together it helps keep the government from becoming a big beneficiary when you pass.

Lonnie will be providing guidance on:

· Are there tax-advantaged investing strategies? · What are the 3 ways to own municipal bonds? · Are their portfolio protection strategies?

Jim will review the importance of a well drafted estate plan and discuss the following questions:

· How should your financial plan integrate with your estate plan? · Do you understand the best way to transfer your retirement investments upon death??

ABQ Office:  (Map)

Friends, family and neighbors are welcome.  

RSVP by filling in form below, or call  505-889-0100.

Event is due and cannot be registered at the moment