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Taxes, Estate and Wealth Strategies: Is your three legged stool stable? - Morris Hall, PLLC

Taxes, Estate and Wealth Strategies: Is your three legged stool stable?

Type: seminar Date: November 1 Time: 10:00 AM - 12:00 PM Venue: Mary D. Fisher Theatre, 2030 W AZ-89A, 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 Morris Hall, CMW Wealth Advisors and Desert Foothills Accounting for a comprehensive view of how each fit together to balance and support your goals. At this presentation you will learn more about: • The necessary estate planning steps to take before retirement. • Why a will is not enough • Understanding you 401K and […] ADDRESS:2030 W AZ-89A DTSTART:20171101T100000 DTEND:20171101T120000 URL;VALUE=URI:https://morristrust.com/seminars/taxes-estate-and-wealth-strategies-is-your-three-legged-stool-stable/ SUMMARY:Taxes, Estate and Wealth Strategies: Is your three legged stool stable? LOCATION:Mary D. Fisher Theatre, 2030 W AZ-89A, Sedona, PHONE: DTSTAMP:20210506T153815 UID:60940d6759721 END:VEVENT END:VCALENDAR
      Taxes, Estate and Wealth Strategies: Is your three legged stool stable?.ics
Join Morris Hall, CMW Wealth Advisors and Desert Foothills Accounting for a comprehensive view of how each fit together to balance and support your goals. At this presentation you will learn more about: • The necessary estate planning steps to take before retirement. • Why a will is not enough • Understanding you 401K and other retirement plans. • Retirement Readiness - How much is enough? • Successful planning for taxation in political uncertainty. • The Financial Services Industry - What you don't know can hurt you. • Why creating a tax framework is important. • Your investment portfolio: Common sense strategies with simple tools. Your Speakers: David L Maurice, M.Div., CFP - Where is the economy headed and what does that mean for my money now? Lois A Carrier, MAT, CFP - Financial Services: One Industry - two models: Advice vs Sales. Emily A Griffin, CPA, MST - Successful planning for business and individual taxation in political uncertainty. Jon Linford, Attorney at Law - Necessary estate planning steps everyone must have before they retire. To RSVP fill out form below or call 928.778.2655 
Event is due and cannot be registered at the moment