JANUARY 2013
SUNRAYS | 87
ONLINE:
SCTXCA.ORG
Attendees will also receive valuable handouts with checklists
and handy references. The workshop includes a complimentary
lunch of sandwiches, fruit, dessert and beverages.
As a Kenjol spokesperson, David Levy has appeared on Bloom-
berg Radio and has been interviewed and quoted by national
media including CNNMoney.com and Kiplinger’s magazine.
RSVP by calling Bernadette Mitchell at 512-506-9395 x3 or
with an email to
.
The Truth about Estate Planning Workshop
Thursday, January 24, 9 a.m., Salado Room at the
Cowan Creek Amenity Center
Hosted by: The Wiewel Law Firm
Please purchase your $1 ticket online or at the Member Ser-
vices Office
Learn the truth about:
•
Who will care for me if I can’t do it?
•
Are trusts always better than wills?
•
Do out-of-state documents work in Texas?
•
Remarriage - protecting your estate
•
Divorce-proofing your kids’ inheritance
•
Community property and new Texas residents
•
Are death taxes dead?
•
How to lawsuit-protect your assets
•
Is your estate plan up-to-date?
We look forward to seeing you there. Presented by, BradWiewel,
JD, Board Certified, Estate Planning and Probate Law, Texas
Board of Legal Specialization; and Doug Paul, JD, MBA, Direc-
tor of Advanced Planning Strategies at The Wiewel Law Firm.
For more information call our Georgetown office at 512-869-
1435.
Our Georgetown office is located at 1618Williams Drive
and meetings are by appointment only.
Social Security Optimization
Tuesday, January 29, 10 a.m., Andice Room at the
Cowan CreekAmenity Center
Hosted by: The Richness of Life Institute
Please purchase your $1 ticket online or at the Member Ser-
vices Office
Social Security is complicated and your claiming op-
tions can be overwhelming, but the choices you make
could mean a $300,000 difference over your lifetime!
You need to know the rules and how to use them to your full
advantage.
•
When should you apply?
•
Which spouse should apply first?
•
What is “file and suspend?”
•
Can you continue working?
•
What if you’re single, widowed or divorced?
The answers may surprise you – don’t claim your benefits
without attending this important seminar! A handout will
be given on Social Security Claiming.
Fun with estate planning? Absolutely!
Wednesday, January 30, 9 a.m., Andice Room at the
Cowan Creek Amenity Center
Hosted by: Sandy Lefler and The Lefler Law Firm
Please purchase your $1 ticket online or at the Member Ser-
vices Office
Please join us for another fun and informative gathering, where
Sandy Lefler of The Lefler Law Firm replaces the drab, unin-
spired seminar format and provides you with lively, entertain-
ing, and very important information regarding estate planning.
Sandy represents many Sun City residents, assisting themwith
their estate plans and other family and property needs. Come
join Sandy for a continental breakfast and a drawing for a $25
gift certificate to El Monumento in Georgetown. Sandy will
be sharing a new, refreshing message in her seminar entitled,
“
Fun with Estate Planning? Absolutely!”
Sandy is an experienced estate planning attorney licensed in
Texas in 1987. In 2012, she celebrated 25 years in the practice
of law by opening her new office in Georgetown, Texas.
In this seminar, Sandy will answer your traditional estate
planning questions, and will also address new changes in the
law impacting you. Even if you already have an estate plan,
Sandy gives insight into why it is important to periodically
review your existing plan to make sure that all of your needs
and desires are being fulfilled. And if you haven’t already taken
the steps for estate planning, then this seminar is definitely
for you! Come join Sandy for a fun-filled hour and continental
breakfast – you’ll be glad you did! Please telephone the office
to R.S.V.P.
Sandy Lefler, The Lefler Law Firm, visit
email
or call 512-863-5658.
Health
Why am I short of breath – is it COPD?
Tuesday, January 22, 3:30 p.m., Six Flags Ballroom at
the Social Center
Hosted by: Scott & White Healthcare
Scott & White Healthcare presents a panel of pulmonologists
from Taylor, Temple, and Round Rock to discuss the common
causes of shortness of breath.
What is COPD? How is it diagnosed? How do we take care of
ourselves if we have COPD?
Bring your questions and learnmore about shortness of breath.
Please join us for this free event. Everyone is welcome. No
RSVP is required to attend. For more information about Scott
&
White seminars, please call 254-724-7911.
SEMINARS LISTED ON THESE PAGES ARE PAID ADVERTISEMENTS.
SEMINARS
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