OCTOBER 201 4 SUNRAYS | 79
ONLINE:
SCTXCA.ORG
Seminars listed on these pages are paid advertisements.
P.U.R.S.E.S.
The Premier Financial Workshop for Women
Tuesday, October 28, 11 a.m. to 1 p.m., CCF
Lovely Complimentary Lunch Catered by The Cotton
Patch
Hosted by: Premier Events
Purchase your $1 ticket online or at the Member Services Office.
Women of all ages are beginning to realize the importance of
being informed and becoming actively involved in securing
their financial futures. This informative and fun workshop is
specifically designed to address the financial issues faced by
women. The P.U.R.S.E.S. workshop is being taught nationwide
by top financial professionals.
Topics include: Common Financial Mistakes Made byWomen,
Financial Differences BetweenWomenwho are Single, Married,
Divorced, or Widowed, 10 Money Myths to Avoid, Important
Statistics About Today’s Women, Efficient Ways of Passing
Assets to Heirs, The Four Financial Phases of Life, Making
Money Last a Lifetime, Avoiding Unnecessary Taxes, Under-
standing Important Estate Planning Documents, Dealing with
Long Term Care Concerns, Three Key Elements of a Good
Financial Plan.
Don’t miss this opportunity to hear Debbie Andrews - an award
winning advisor with over 25 years of experience!
Estate Planning Basics & IRA/401K Seminar
Wednesday, October 29, 10 a.m. – noon, CCAN
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. - noon: IRA/401K – Five Beneficiary Options,
Including Retirement Fund Trusts
Presented byRonGreening of TheGreening LawFirm, P.C.
Our practice is limited to Estate Planning, Probate,
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, how it works, and how to avoid it
•Protecting your assets while reducing death taxes, attorney’s
fees, and other costs
•Living Wills and Powers of Attorney
•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, 1601Williams Drive at Rivery Blvd. Please
call us at (512)931-0888 for more information.
Refreshments will be served.
SEMINARS
Prepare for the Unexpected
Friday, October 31, 10 – 11 a.m., CCJ
Hosted and presented by: Jim Bailey, CFP®, Finan-
cial 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 to help you manage extended care
costs in retirement. Join us to learn:
•What is extended care?
•What can the costs for extended care 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.
Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
Austin TX 78759.
Seminars continued on the next page
Health
