Jump Start Your Day Q&A w/ Jim and Guest Speaker Joe Olson from BancWest

Type: seminar Date: October 10 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:Jump Start Your Day with Jim.  Monthly Q&A discussion. Guest Speaker: Joe Olson from BancWest Joe will discuss: • Planning for long-term care   • Income investing in a low-rate environment • The benefits of a corporate trustee   • The importance of receiving financial advice from a qualified professional Jim will also be available […] ADDRESS:9400 Holly Ave NE, Building 3, Ste B DTSTART:20171010T090000 DTEND:20171010T100000 URL;VALUE=URI:https://morristrust.com/seminars/jump-start-your-day-qa-w-jim-and-guest-speaker-joe-olson-from-bancwest/ SUMMARY:Jump Start Your Day Q&A w/ Jim and Guest Speaker Joe Olson from BancWest LOCATION:MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque, PHONE: DTSTAMP:20210928T072704 UID:6152c3c8a4fbb END:VEVENT END:VCALENDAR
      Jump Start Your Day Q&A w/ Jim and Guest Speaker Joe Olson from BancWest.ics

Jump Start Your Day with Jim.  Monthly Q&A discussion.

Guest Speaker: Joe Olson from BancWest

Joe will discuss: • Planning for long-term care   • Income investing in a low-rate environment • The benefits of a corporate trustee   • The importance of receiving financial advice from a qualified professional Jim will also be available to answer estate planning questions, such as: • What are the pitfalls with adding a child to your account?   • Should you have your financial adviser communicate with your attorney? • Who should the beneficiaries be on your IRA?  • How often should you have your plan reviewed?

ABQ office:   Map

Friends, family and neighbors are welcome.  Light Refreshments will be served.

RSVP by filling in the form below and submit reservation, or email reservation to info@morristrust.com or call  505-889-0100
Event is due and cannot be registered at the moment