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(July 18th) Learn How to Invest Your Accounts Differently - Join Dave and Guest Speaker from Clark Street Financial (Peoria, AZ) - Morris Hall, PLLC

(July 18th) Learn How to Invest Your Accounts Differently – Join Dave and Guest Speaker from Clark Street Financial (Peoria, AZ)

Type: seminar Date: July 18 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 Dave  Guest Speaker: Tim Kerrigan with Clark Street Financial Timothy S. Kerrigan, JS, MBA – Owner and Principle of Clark Street Financial Tim will present on: • How funds should be invested differently in a Trust compared to an IRA. • How your investment strategy can reduce taxes. • What assets are better to invest […] ADDRESS:13373 N Plaza del Rio Blvd DTSTART:20180718T133000 DTEND:20180718T143000 URL;VALUE=URI:https://morristrust.com/seminars/july-18th-learn-how-to-invest-your-accounts-differently-join-dave-and-guest-speaker-from-clark-street-financial-peoria-az/ SUMMARY:(July 18th) Learn How to Invest Your Accounts Differently – Join Dave and Guest Speaker from Clark Street Financial (Peoria, AZ) LOCATION:Freedom Plaza, 13373 N Plaza del Rio Blvd, Peoria, PHONE: DTSTAMP:20210620T195836 UID:60cf9dec7510c END:VEVENT END:VCALENDAR
      (July 18th) Learn How to Invest Your Accounts Differently – Join Dave and Guest Speaker from Clark Street Financial (Peoria, AZ).ics

Monthly Q&A with Dave  Guest Speaker: Tim Kerrigan with Clark Street Financial

Timothy S. Kerrigan, JS, MBA - Owner and Principle of Clark Street Financial
Tim will present on: • How funds should be invested differently in a Trust compared to an IRA. • How your investment strategy can reduce taxes. • What assets are better to invest in a trust than an IRA? • How your investments should be reallocated after the first spouse passes away. • How your investment strategy should be integrated with the trust administration process.

Dave will also be available to answer any additional questions about estate planning.

Freedom Plaza (Map)   Friends, family and neighbors are welcome. 

RSVP by filling in the form below, or email info@morristrust.com or call (602) 249-1328.

Event is due and cannot be registered at the moment