74
| SUNRAYS MAY 2015
ONLINE:
SCTEXAS.ORG
Educational
Texas concealed handgun license class
Saturday, May 16, 8 a.m. - 12:30 p.m., CCAN with shoot-
ing at 2:30 p.m.
Hosted by: Resident Ron Gaddy,
NRA Pistol Instructor,
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
National Rifle Association Credentials:
Basic Pistol and Safety
Personal Protection in the Home
Personal Protection Outside the Home
Refuse to be a Victim
Range Safety Officer
Financial
Estate planning basics & IRA/401K seminar
Tuesday, May 12, 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 by Ron Greening of The Greening Law Firm, 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
Seminars listed on these pages are paid advertisements.
Income investors guide to retirement
Tuesday, May 12, at 6 p.m., CCF or Thursday, May 14, at
11:30 a.m., CCAN
Hosted by: Shane Sullivan, Certified Financial Planner
Purchase your $1 ticket online or at the Member Services Office.
Shane Sullivan has been helping local investors create income
for life retirement strategies for over 19 years as a practicing
Certified Financial Planner.
In this monthly complimentary lunch or dinner presentation,
Shane will share ideas on:
• How to build an Income for Life portfolio
• Reduce unnecessary portfolio fees
• Reduce tax on Social Security income
• Decide which Social Security strategy is right for you
• Required minimum distribution strategies and evaluating
Roth conversions
• Ways to maximize equity investments
• The pros and cons of annuities
• Tax-smart investment strategies
We will provide a complimentary lunch or dinner at each event.
This is a first-come, first-served event that will be capped so be
sure and RSVP your spot. For any additional questions, Shane
Sullivan 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, May 14, 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.
