82
| SUNRAYS JULY 2014
ONLINE:
SCTXCA.ORG
SEMINARS
Seminars listed on these pages are paid advertisements.
Financial
Operating on Your Own: A Workshop for
the Recently Widowed
Tuesday, July 15, 10 a.m., CCAN
Hosted by: The Greening Law Firm
Purchase your $1 ticket online or at the Member Services Office
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
This workshop, taught by attorney Ronald G. Greening, is in-
tended for individuals who have been recently widowed. Many
recently widowed individuals may feel overwhelmed and con-
fused by the many legal and financial considerations that need
to be addressed as a result of losing a spouse. This workshop
addresses these issues in a simple and straightforward way, from
navigating the Probate process, to securing your own financial
future, to ensuring a good financial future for your family.
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.
“Retire, Set, Go”
Tuesday, July 22, noon, CCAN
Hosted by: Valhaven Wealth
Purchase your $1 ticket online or at the Member Services Office
Presented by: Shane Sullivan, Radio Host and Certified Fi-
nancial Planner® and Justin Blumoff, Board Certified Estate
Planning Attorney
Shane Sullivan has been helping local investors create income
for life retirement strategies for 18 years both as a practicing
Certified Financial Planner and on his radio show “Retire, Set,
Go” every Sunday at 1 p.m. on Talk Radio 1370 AM.
In this complementary lunch presentation, Shane and Justin
will share ideas:
• How to build an Income for Life portfolio
• Reduce unnecessary portfolio fees
• Reduce tax on Social Security income
• Learn the Pros and Cons of Annuities
• Discover which changes in estate legislation will impact you
• Avoid estate planning problems
Lunch will be prepared and catered by Cotton Patch Café to
everyone who joins us; this is on a first-come, first-served basis
that will be capped so be sure and RSVP your spot. For any
additional questions, Valhaven Wealth can be reached at (512)
298-4080.
Securities & Advisory Services Offered through VSR Financial Services,
Inc. A Registered Investment Adviser and Member FINRA/SIPC Valhaven
Wealth is independent of VSR
The Truth about Estate Planning Workshop
Thursday, July 24, 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.
Prepare for the Unexpected
Friday, July 25, 10 a.m., CCAN
Hosted and presented by: Jim Bailey, CFP
®
, Financial
Advisor
Purchase your $1 ticket online or at the Member Services Office
Jim is An
Ameriprise Platinum Financial Services
®
Practice
financial advisor with 27 years of experience.
We will discuss solutions including life insurance with optional
riders, to help you manage extended care costs in retirement.
Join us to learn:
• What extended care is
• What the costs for extended care can be, both financial
and emotional
• What options are available
Jim will be hosting monthly seminars with new topics each
month in 2014.
For more information, please call 512-527-9900, ext.#10, Denise.
This is an informational event. There is no cost obligation.
This is an informational seminar. There is no cost or obligation. Ameriprise
office located at: 4131 Spicewood Springs Rd, Suite I 5, Austin, TX 78759.
Ameriprise Financial Services, Inc. offers financial planning services, invest-
ments, insurance and annuity products. RiverSource products are offered by
affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
CA License #0684538.
© 2014 Ameriprise Financial, Inc. All rights reserved.
