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SEMINARS
Educational The Truth About Estate Planning Workshop
Texas License to Carry a Handgun class Thursday, Sept. 15, 9:30 a.m., CCW
Purchase your $1 ticket online or at the Member Services Office.
Saturday, Sept. 17, 8 a.m. - 12:30 p.m., CCAN, with Hosted by The Wiewel Law Firm, Presented by:
shooting @ 2 p.m. Brad Wiewel, JD, Board Certified, Estate Planning and Pro-
bate Law, Texas Board of Legal Specialization and Doug Paul,
Hosted by: Resident Ron Gaddy, NRA Pistol Instructor JD, MBA, Director of Advanced Planning Strategies at The
Wiewel Law Firm
Email: [email protected] Learn the truth about:
This class will provide you with the information and certificate – Who will care for me if I can’t do it?
to receive a Texas license to carry a handgun. – Are trusts always better than wills?
– Do out-of-state documents work in Texas?
Please call Ron Gaddy 512-750-8877 to register for this class – Remarriage - protecting your estate.
and for information about basic pistol instruction. – Divorce-proofing your kids’ inheritance.
– Community property and new Texas residents.
Texas D.P.S. Certified Instructor for C.H.L. - N.R.A Certified – Are death taxes dead?
Pistol Instructor – How to lawsuit protect your assets.
– Is your estate plan up-to-date?
National Rifle Association credentials: We look forward to seeing you there. Thanks!
– Basic Pistol and Safety. For more information, call our Georgetown office at 512-869-1435.
– Personal Protection in the Home.
– Personal Protection Outside the Home. Medicare and your Retirement
– Refuse to be a Victim.
– Range Safety Officer. Friday, Sept. 23, 2:30 p.m., CCJ
Hosted by: Jim Bailey, CFP® A financial advisory prac-
Financial tice of Ameriprise Financial Services, Inc.
Guest presenter: George Moore, Licensed Sales Repre-
Seminars by The Greening Law Firm, P.C. sentative, United Healthcare
During this complimentary educational seminar, you’ll learn
Thursday, Sept. 8, 10 a.m., CCW about:
Estate Planning Basics – Wills, Trusts, and Probate – Medicare coverage options.
IRA/401K – Five Beneficiary Options, Including Retire- – Medicare eligibility and enrollment periods.
ment Fund Trusts – How planning for your Medicare costs is part of building a
Hosted by: The Greening Law Firm, P.C.
Purchase your $1 ticket online or at the Member Services Office. confident retirement.
Please join us to learn more about: Medicare education presented by UnitedHealthcare For more
information, please call 512-527-9900, ext. #10, Denise.
– Living Trusts - a powerful estate planning tool. Jim will not receive any compensation for this event. There is
– Wills - uses and misconceptions. no obligation for attending.
– Probate - what it is, how it works, and how to avoid it. Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
– Protecting your assets. Austin TX 78759.
– Living Wills and Powers of Attorney. This event is for educational purposes only. Plan-specific ben-
– Five options you have for IRA/401K beneficiary. efits or details will not be provided. There is no cost or obligation.
– Estate planning for IRAs and life insurance proceeds. AmeripriseFinancial and UnitedHealthcare® are not affiliated.
Wednesday, Sept. 28, 10 a.m., CCAN: Medicaid Planning UnitedHealthcare is not a broker-dealer. Ameriprise Financial
Please join us to learn more about: and its representatives do not provide Medicare advice.
– What you may own (including your home) and still be eli- Ameriprise Financial Services, Inc., Member FINRA and SIPC.
gible for Medicaid. ONLINE: SCTEXAS.ORG
– Overview of how Medicaid works.
– The truth about the look-back rule.
– How assets may be preserved if you are currently in a
nursing home.
Attendees will receive a Texas Estate Planning Basics book and
the opportunity for a complimentary private consultation with
Ron Greening concerning their planning at our Georgetown
office, 1601 Williams Drive.
Refreshments will be served. Please call (512) 931-0888 for
more information.
www.greeninglawfirm.com
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