NOVEMBER 2013
SUNRAYS | 69
ONLINE:
SCTXCA.ORG
Education
texas concealed Handgun License class
Saturday, November 16, 8 a.m. - 12 p.m., the oaks
Hosted by: Resident Ron Gaddy, NRA Pistol Instructor
Effective September 1, 2013 NEWLAWS and a shorter class time.
This class will provide you with the information and certificate
to receive a TEXAS concealed handgun license.
Please call Ron Gaddy 512-750-8877 to register for this class
and for information about BASIC PISTOL instruction.
Texas D.P.S. Certified Instructor for C.H.L.
N.R.A Certified Pistol Instructor
Financial
the truth about Estate Planning workshop
tuesday, November 12, 9:30 a.m., CCaN
Hosted by: The Wiewel Law Firm
Purchase your $1 ticket online or at the Member Services Office
Presented by Brad Wiewel, JD, Board Certified, Estate Plan-
ning and Probate Law, Texas Board of Legal Specialization; and
Doug Paul, JD, MBA, Director of Advanced Planning Strategies
at The Wiewel Law Firm.
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. For more information,
call our Georgetown office at 512-869-1435.
Estate Planning Basics & Ira/401k seminars
Wednesday, November 13, 10 a.m. – 12 p.m., Mr 3
Hosted by: The Greening Law Firm
Purchase your $1 ticket online or at the Member Services Office
10 -11 a.m.: Estate Planning Basics – Wills, Trusts, and
Probate
11 a.m. -12 p.m.: IRA/401K – Five Beneficiary Options,
Including Retirement Fund Trust
Presented by Ron Greening of The Greening Law Firm, P.C.
Our practice is limited to Estate Planning, Probate and Trust
Administration, and Medicaid Planning
You are invited to join us to learn more about:
• Living Trusts - a powerful estate planning tool
• Wills - uses and misconceptions
• Probate - what it is and how it works
SeMiNarS LiSteD oN theSe PaGeS are PaiD aDVertiSeMeNtS.
• Avoiding probate court
• Avoiding Estate Planning Pitfalls
• Protecting your assets
• Reducing death taxes, attorney’s fees, and other costs
• Avoiding guardianship
• Living wills and powers of attorney
• Estate tax law update
•Five options you have for IRA/401K beneficiary: advantages
and disadvantages of each
• Estate planning for IRAs and life insurance proceeds
Attendees will receive a Texas Estate Planning Basics book,
and the opportunity for a complimentary private consultation
with attorney Ron Greening concerning their planning at our
Georgetown office, 1601 Williams Drive at Rivery Blvd. Please
call us at 931-0888 for more information.
Refreshments will be served.
New solutions to Protect and Preserve
wealth
Wednesday, November 20, 10 a.m., CCW
Hosted by: Barry A. Tripp, Investment Advisor Represen-
tative, Legacies Today, LLC
Purchase your $1 ticket online or at the Member Services Office
Derek Bok, past President of Harvard University (1971-1991),
is credited with the well known saying, “If you think Education
is expensive, try ignorance.” One of the most costly mistakes
we can make by not educating ourselves can be managing our
personal finances. It’s important to keep an open mind and
stay informed.
Invest an hour for a fast paced tour of some of the latest in-
novations within the Financial Services industry, highlighting
newways of protecting and preserving your income, assets and
estate. Topics will include:
1)
Long TermCare Protection
– No longer a use it or lose
it scenario. New options include money back guarantees,
no more rate increases, leveraged benefits, etc.
2)
Life Insurance
you don’t have to die to use. New “Living
Benefits” for critical, chronic and terminal Illness.
3)
Annuities
– New riders offer guaranteed growth, lifetime
income, access to principal, step ups at death, etc.
4)
Tax Free Income Strategies
5)
College Planning for the Grandkids
– What’s better
than a 529 plan?
Please join us, but if unable to attend, call (512) 258-1860 for
specific information.
104 Coleto Creek Lane, Georgetown, TX 78633. Securities and Investment
Advisory services offered throughNEXT Financial Group,Inc. Member FINRA/
SIPC. Legacies Today is not an affiliate of NEXT Financial Group.
sEmINars
