78
| SUNRAYS JANUARY 2014
ONLINE:
SCTXCA.ORG
SEMINARS
Continued from the previous page
• 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 George-
town office, 1601 Williams Drive at Rivery Blvd. Please call us at
931-0888 for more information.
Refreshments will be served.
The Truth about Estate Planning Workshop
Thursday, January 23, 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.
Take Control of Your Retirement Income
Friday, January 24, 10 a.m., CCAN
Hosted and presented by: Jim Bailey, CFP®
Purchase your $1 ticket online or at the Member Services Office
Jim is an Ameriprise Platinum Financial Services® Practice
financial advisor with 26 years of experience.
Learn ways to plan for retirement income that can last through
your whole retirement.
During this complimentary seminar, you’ll learn ways to:
• Set up a retirement income stream aligned with your retire-
ment goals.
• Align tax treatments with your investment objectives.
• Plan for inflation, economic challenges and a potentially long
retirement.
Seminars listed on these pages are paid advertisements.
Jim will be hosting monthly seminars with new topics in 2014.
For more information please call 512-527-9900 ext. #10 Denise.
Jim will not receive any compensation for this event. This is an
informational seminar. There is no cost or obligation.
Neither Ameriprise Financial nor its affiliates may provide tax or
legal advice. Consult with your tax advisor or attorney regarding
specific tax issues.
Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
Austin TX 78759.
Brokerage, investment and financial advisory services are made
available through Ameriprise Financial Services, Inc. Member
FINRA and SIPC.© 2013 Ameriprise Financial, Inc. All rights
reserved.
Health
Hearing Health Dine and Learn
Monday, January 13, 5:30 p.m., CCF
Hosted by: Zounds Hearing Center of Georgetown
RSVP
Required: 512-863-4333, Karen Sebastian
Please join us for dinner and meet our dedicated staff who are
focused on improving the quality of life for people with hearing
challenges. We will discuss the frustrations of hearing loss for
both the hearing impaired and their loved ones. Statistics show
that 85% of seniors have hearing loss, while only 10% of those
seek a remedy.
Our seminar will cover signs of hearing loss. These signs vary from
complaints that people talk too low or mumble, to asking loved ones
to repeat themselves and even setting the television up too high.
Come hear about the Zounds point of difference. 90% background
noise reduction, rechargeable batteries, no squelching and a higher
quality of natural hearing at factory-direct reduced prices. Dinner
will be provided.
Zounds always offers a FREE hearing test and complimentary
follow-up visits, cleanings, and fine tuning.
Zounds Hearing Center: Karen Sebastian, 512-863-4333
When Do You Know It’s Time?
Navigating Your Long-Term Care Options
Tuesday, January 14, 10 a.m., CCW
Hosted by: Georgetown Living
Purchase your $1 ticket online or at the Member Services Office.
Deciding when to receive help with your long-term care issue can
be a complex and emotional process. This informational session is
meant to simplify matters by providing education on the different
types of long-term care options and when they are appropriate.
Our focus will be on practical advice covering when to seek out
support for caregivers, dealing with Alzheimer’s and dementia in
a loved one, and how to pay for the many types of long-term care.
A robust Q&A session following the seminar will help to guide
individuals dealing with pressing issues.
