Page 82 - 561141_Sun City_November 2015
P. 82
SEMINARS
Financial Estate planning basics & IRA/401K seminar
The truth about estate planning workshop Monday, Nov. 16, 10:30a.m., CCAN
Hosted by: The Greening Law Firm
Thursday, Nov. 12, 9:30 a.m., CCAN 3XUFKDVH\RXUWLFNHWRQOLQHRUDWWKH0HPEHU6HUYLFHV2IÀFH
Hosted by: The Wiewel Law Firm
10:30-11:30 a.m.: Estate Planning Basics – Wills, Trusts,
3XUFKDVH\RXUWLFNHWRQOLQHRUDWWKH0HPEHU6HUYLFHV2IÀFH and Probate
3UHVHQWHGE\%UDG:LHZHO-'%RDUG&HUWLÀHG(VWDWH3ODQ- 11:30-noon: ,5$.²)LYH%HQHÀFLDU\2SWLRQV,QFOXG-
QLQJDQG3UREDWH/DZ7H[DV%RDUGRI/HJDO6SHFLDOL]DWLRQDQG ing Retirement Fund Trusts
'RXJ3DXO-'0%$'LUHFWRURI$GYDQFHG3ODQQLQJ6WUDWHJLHV Presented E\5RQ*UHHQLQJRI7KH*UHHQLQJ/DZ)LUP3&
DW7KH:LHZHO/DZ)LUP 2XUpractice is limited to estate planning, probate, trust ad-
Learn the truth about: PLQLVWUDWLRQDQG0HGLFDLGSODQQLQJ
You DUHLQYLWHGWRMRLQXVWROHDUQPRUHDERXW
• :KRZLOOFDUHIRUmeLI,FDQ·WGRLW"
• Are trustsDOZD\VEHWWHUWKDQwills? • Living Trusts - a powerful estate planning tool
• Do out-of-stateGRFXPHQWVZRUNLQ7H[DV" :LOOV- uses and misconceptions
• Remarriage - protecting your estate • Probate ZKDWLWLVKRZLWZRUNVDQGKRZWRDYRLGLW
• 'LYRUFHSURRÀQJ\RXUNLGV·LQKHULWDQFH • Protecting \RXUDVVHWVZKLOHUHGXFLQJGHDWKWD[HVDWWRU-
• Community property and new Texas residents
• Are death taxes GHDG" QH\·VIHHVDQGRWKHUFRVWV
• How to lawsuit-protect your assets • Living wills and powers of attorney
• ,V\RXUHVWDWHSODQup-to-date? • Five RSWLRQV\RXKDYHIRU,5$.EHQHÀFLDU\DGYDQWDJHV
:HORRNIRUZDUGWRVHHLQJ\RXWKHUH)RUPRUHLQIRUPDWLRQ
FDOORXU*HRUJHWRZQRIÀFHDW DQGGLVDGYDQWDJHVRIHDFK
(VWDWHSODQQLQJIRU,5$VDQGOLIHLQVXUDQFHSURFHHGV
The Informed Investor Workshop Attendees ZLOOUHFHLYHD7H[DV(VWDWH3ODQQLQJ%DVLFVERRN
DQGWKHRSSRUWXQLW\IRUDFRPSOLPHQWDU\SULYDWHFRQVXOWDWLRQ
Thursday, Nov. 12, 11 a.m., CCAN ZLWKDWWRUQH\5RQ*UHHQLQJFRQFHUQLQJWKHLUSODQQLQJDWRXU
Hosted By: WorthPointe Wealth Management *HRUJHWRZQRIÀFH:LOOLDPV'ULYHDW5LYHU\%OYG
Presented %\5LFN':LONLQVRQ&)3DQG&KULVWRSKHU9DQ
Slyke, CFP 0U *UHHQLQJ ZLOO EULQJ IUHVKEUHZHG 6WDUEXFNV FRIIHH DQG
IUHVKEDNHGJRXUPHWFRRNLHV
3XUFKDVH\RXUWLFNHWRQOLQHRUDWWKH0HPEHU6HUYLFHV2IÀFH Please FDOOXVDWIRUPRUHLQIRUPDWLRQ
Get DQVZHUVWRWKHIROORZLQJTXHVWLRQV
1. :KDWLVWKHPRVWLPSRUWDQWTXHVWLRQWRDVNZKHQVHOHFWLQJ ZZZJUHHQLQJODZÀUPFRP
DÀQDQFLDODGYLVRU" Health
2. How GR,LQVXODWHP\VHOIDJDLQVWWRRPXFKPDUNHWYRODWLOLW\"
2016 changes to Medicare supplements and
:KDWDUHWKHIRXUW\SHVRILQYHVWRUVDQGZKLFKRQHKDVWKH Medicare advantage plans
EHVWFKDQFHRIVXFFHVV"
Tuesday, Nov. 10, 9:30 a.m., CCAN
4. How GR,NQRZWKDW,KDYHVXIÀFLHQWGLYHUVLÀFDWLRQ" Presented by resident Ron Isgitt, Hill Country Associates
5. :KDWLVZHDOWKPDQDJHPHQWDQGKRZLVLWGLIIHUHQWIURP
3XUFKDVH\RXUWLFNHWRQOLQHRUDWWKH0HPEHU6HUYLFHV2IÀFH
ZKDWPRVWÀQDQFLDODGYLVRUVGR"
Am ,XQGHUPLQLQJP\VHOIE\IRFXVLQJWRRPXFKRQLQYHVW- :KHWKHU\RXDUHQHZWR0HGLFDUHRUDVHDVRQHGPHPEHULWLV
prudent to occasionally review your particular form of cover-
PHQWUHWXUQV" DJHZKLFKVXSSOHPHQWVWKHEDVLF0HGLFDUH$DQG%SODQV
&KDQJHVDUHRFFXUULQJLQRXU&HQWUDO7H[DVDUHDZKLFKPD\
:HORRNIRUZDUGWRVHHLQJ\RXWKHUH)RUPRUHLQIRUPDWLRQ be of interest to you. Have your questions answered by an
FDOOH[W H[SHUWRQDOODUHDVRI0HGLFDUH6XSSOHPHQWVDQG0HGLFDUH
Advantage Plans.
0HGLFDUH6XSSOHPHQWV
7KH*3ODQKDVEHFRPHPRUHSRSXODUGXHWRWKHIROORZLQJ
5HGXFWLRQRIWKHPRQWKO\SUHPLXPFRPSDUHGWRWKH)3ODQ
DSSUR[LPDWHO\GXULQJ
1RLQFUHDVHLQSUHPLXPVIRUFRPSDUHGWRWKH)3ODQ
ZKLFKLVLQFUHDVLQJDERXW
Talk to me about your particular situation.
SEMINARS LISTED ON THESE PAGES ARE PAID ADVERTISEMENTS.
80 | SUNRAYS NOVEMBER 2015 ONLINE: SCTEXAS.ORG
