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(June 19th) - Understanding the Role of a Fiduciary with Ron Goldman. (Sedona, AZ) - Morris Hall, PLLC

(June 19th) – Understanding the Role of a Fiduciary with Ron Goldman. (Sedona, AZ)

Type: seminar Date: June 19 Time: 10:00 AM - 11:30 AM Venue: Mary D. Fisher Theatre, 2030 W State Route 89A, Ste A-3, Sedona,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Mary D. Fisher Theatre DESCRIPTION:Join Jon at his monthly Q&A with Guest Speaker:  Ron Goldman, LMSW, LF, CMC Arizona Elder Care, LLC Ron will review: • What is a fiduciary? • What roles do fiduciaries play? • Why should I use a fiduciary? • What are the costs involved with financial planning? Jon will be available to answer questions […] ADDRESS:2030 W State Route 89A, Ste A-3 DTSTART:20190619T100000 DTEND:20190619T113000 URL;VALUE=URI:https://morristrust.com/seminars/june-19th-understanding-the-role-of-a-fiduciary-with-ron-goldman-sedona-az/ SUMMARY:(June 19th) – Understanding the Role of a Fiduciary with Ron Goldman. (Sedona, AZ) LOCATION:Mary D. Fisher Theatre, 2030 W State Route 89A, Ste A-3, Sedona, PHONE: DTSTAMP:20210620T023519 UID:60cea9672e752 END:VEVENT END:VCALENDAR
      (June 19th) – Understanding the Role of a Fiduciary with Ron Goldman. (Sedona, AZ).ics
Join Jon at his monthly Q&A

with Guest Speaker:  Ron Goldman, LMSW, LF, CMC Arizona Elder Care, LLC

Ron will review: • What is a fiduciary? • What roles do fiduciaries play? • Why should I use a fiduciary? • What are the costs involved with financial planning? Jon will be available to answer questions regarding: • What is the role of a trustee? • What asset protections can an estate plan offer? • How should my assets be titled? • When should my estate plan be reviewed?   Friends, neighbors, and family members are welcome.

To RSVP to fill in the form below or call 928-778-2655

Event is due and cannot be registered at the moment