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SEMINARS
Educational You are invited to join us to learn more about:
• Living Trusts - a powerful estate planning tool
Texas license to carry a handgun class • Wills - uses and misconceptions
• Probate - what it is, how it works, and how to avoid it
Saturday, Jan. 16, 8 a.m. - 12:30 p.m., CCAN with shoot- • Protecting your assets while reducing death taxes, attor-
ing @ 2:30 p.m. ney’s fees, and other costs
• Living Wills and Powers of Attorney
Hosted by: Resident Ron Gaddy @ rongaddy22@ • Five options you have for IRA/401K beneficiary: advantages
gmail.com – NRA Pistol Instructor and disadvantages of each
• Estate planning for IRAs and life insurance proceeds
This class will provide you with the information and certificate
to receive a Texas license to carry a handgun. Attendees will receive a “Texas Estate Planning Basics” book
and the opportunity for a complimentary private consultation
Please call Ron Gaddy 512-750-8877 to register for this class with attorney Ron Greening concerning their planning at our
and for information about basic pistol instruction. Georgetown office, 1601 Williams Drive at Rivery Blvd.
Texas D.P.S. Certified Instructor for C.H.L. - N.R.A Certified Mr. Greening will bring fresh-brewed Starbucks coffee and
Pistol Instructor fresh-baked gourmet cookies.
National Rifle Association Credentials: Please call us at (512)931-0888 for more information.
• Basic Pistol and Safety
• Personal Protection in the Home www.greeninglawfirm.com
• Personal Protection Outside the Home
• Refuse to be a Victim The Informed Investor Workshop
• Range Safety Officer
Tuesday, Jan. 26, 11:30 a.m., CCAN
Financial
Hosted by: WorthPointe Wealth Management
The truth about estate planning workshop Purchase your $1 ticket online or at the Member Services Office.
Thursday, Jan. 14, 9:30 a.m., CCAN Presented by: Rick Wilkinson, CFP and Christopher Van
Slyke, CFP
Hosted by: The Wiewel Law Firm
Purchase your $1 ticket online or at the Member Services Office. Get answers to the following questions:
• What exactly is wealth management and how is it different
Presented by Brad Wiewel, JD, Board Certified, Estate Plan- from what most financial advisors do?
ning and Probate Law, Texas Board of Legal Specialization; and • Are you aware of the large amount of independent academic
Doug Paul, JD, MBA, Director of Advanced Planning Strategies evidence as it pertains to investing?
at The Wiewel Law Firm. • How can I protect myself from too much market volatility?
• Have you considered who you would trust to manage your
Learn the truth about: wealth if you became disabled or died?
• Who will care for me if I can’t do it? • What is the most dominate factor that is critical for inves-
• Are trusts always better than wills? tor success?
• Do out-of-state documents work in Texas? • How can I be sure I have sufficient diversification?
• Remarriage - protecting your estate • What is the most important question when selecting a
• Divorce-proofing your kids’ inheritance financial advisor?
• Community property and new Texas residents
• Are death taxes dead? A light lunch will be provided.
• How to lawsuit-protect your assets
• Is your estate plan up-to-date? We look forward to seeing you there. For more information,
call 1-800-620-4232, ext. 721 or email us at rick.wilkinson@
We look forward to seeing you there. For more information, wpwm.com.
call our Georgetown office at 512-869-1435.
www.worthpointeinvest.com
Estate planning basics & IRA/401K seminar
Health
Thursday, Jan. 21, 10:30a.m., CCAN
How to find the best care option for your
Hosted by: The Greening Law Firm loved one with Alzheimer’s or dementia
Purchase your $1 ticket online or at the Member Services Office.
Monday, Jan. 25, 10 a.m., CCJ
10:30-11:30 a.m.: Estate Planning Basics – Wills, Trusts, and Hosted by: Georgetown Living
Probate Purchase your $1 ticket online or at the Member Services Office.
11:30 a.m.-noon: IRA/401K – Five Beneficiary Options, Includ-
ing Retirement Fund Trusts Deciding when to receive help with your long-term care issue
Presented by Ron Greening of The Greening Law Firm, P.C. can be a complex and emotional process. This informational
Our practice is limited to Estate Planning, Probate, Trust
Administration, and Medicaid Planning ONLINE: SCTEXAS.ORG
76 | SUNRAYS JANUARY 2016
