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SEMINARS
Financial How to Automate your Personal Finances
While Saving Money
Seminars by The Greening Law Firm, P.C.
Wednesday, July 27, 10 a.m., CCAN
Thursday, July 14, 10 a.m., CCW: Hosted by: OnePay
Estate Planning Basics – Wills, Trusts, and Probate; Purchase your $1 ticket online or at the Member Services Office.
IRA/401K – Five Beneficiary Options, Including Retire-
ment Fund Trusts What alternatives exist for those who cannot afford to pay a
Hosted by: The Greening Law Firm, P.C. money manager to handle their day-to-day and month-to-month
Purchase your $1 ticket online or at the Member Services Office. financial responsibilities? Is there a way to automate this
process without losing oversight and control over my personal
– Living Trusts - a powerful estate planning tool finances? Finally, is there a service or technology that can help
– Wills - uses and misconceptions save me money on my monthly bills?
– Probate - what it is, how it works, and how to avoid it
– Protecting your assets We all grapple with these questions; in our brief seminar we
– Living Wills and Powers of Attorney will answer these questions along with any additional questions
– Five options you have for IRA/401K beneficiary you might have regarding your personal finances. We all want
– Estate planning for IRAs and life insurance proceeds to maintain financial independence for as long as possible, as
Tuesday, July 26, 10 a.m., CCW: Medicaid planning part of this seminar we will review a handful of free tools to
help you accomplish this goal.
Please join us to learn more about:
– What you may own (including your home) and still be eli- Jesus Lopez is the CEO of OnePay and is passionate about
gible for Medicaid entrepreneurship, technology and finance. He aims to bridge
– Overview of how Medicaid works urgent needs in society with technological solutions that create
– The truth about the look-back rule a lasting impact. His passion behind innovation comes from
– How assets may be preserved if you are currently in a the idea of changing lives and doing so for the good of society.
nursing home Kirk Logan is the VP of Business Development at OnePay; he
focuses on creating products that leverage technology and posi-
Attendees will receive a Texas Estate Planning Basics book and tive social impact to create win-win scenarios. Aligning the goal
the opportunity for a complimentary private consultation with of the business with the goal of the people that business serves.
Ron Greening concerning their planning at our Georgetown
office, 1601 Williams Drive. For more information contact David Dewey: (512) 761-8682 or
Refreshments will be served. Please call (512) 931-0888 for email [email protected]. Visit www.justonepay.com or call
more information. 512-761-8682 for more information.
www.greeninglawfirm.com
Health
The Truth About Estate Planning Workshop
Hormone Replacement Therapy: How Bio-
Thursday, July 14, 3 p.m., CCAN identical Hormones are Changing our Lives
Purchase your $1 ticket online or at the Member Services Office.
Wednesday, July 13, 6:30 p.m., CCAN
Hosted by The Wiewel Law Firm, Presented by:
Hosted by: Natural Bio Health, Dr. Joseph R. Feste, M.D.
Brad Wiewel, JD, Board Certified, Estate Planning and Pro-
bate Law, Texas Board of Legal Specialization and Doug Paul, Natural Bio Health is dedicated to the health and welfare of
JD, MBA, Director of Advanced Planning Strategies at The its patients. We believe that it is important not only to prevent
Wiewel Law Firm disease but to improve the quality of life. As we age, there
Learn the truth about: is a natural decline in our hormones and the way we absorb
nutrients. These deficiencies cause the following symptoms:
– Who will care for me if I can’t do it? fatigue, decreased stamina, increased weight, decreased libido
– Are trusts always better than wills? and short-term memory loss, to name a few. We often hear,
– Do out-of-state documents work in Texas? “I’m just getting old!” Aging is not the problem; hormone defi-
– Remarriage - protecting your estate ciency is the problem. We also hear, “hormones cause cancer.”
– Divorce-proofing your kids’ inheritance No, they do not cause cancer and we have data to support our
– Community property & new Texas residents stance on hormones. We only use “bioidentical hormones” that
– Are death taxes dead? are the same as those produced by every man and woman in
– How to lawsuit protect your assets their early years.
– Is your estate plan up-to-date?
Not only can we make our patients feel better and younger
We look forward to seeing you there. Thanks! but we help prevent osteoporosis (brittle bones), heart disease,
stroke, Alzheimer’s, breast and prostate cancer. The cost for
For more information, call our Georgetown office at 512-869- treatment of these conditions can be 100 times more expensive
1435. than prevention.
76 | SUNRAYS JULY 2016 ONLINE: SCTEXAS.ORG
