Page 74 - 595892 Sun City proof_FinalTrim
P. 74
SEMINARS
Educational – Who will care for me if I can’t do it?
– Are trusts always better than wills?
Texas License to Carry a Handgun Class – Remarriage - protecting your estate.
– Divorce-proofing your kids’ inheritance.
Saturday, January 21, 8 a.m. - 12:30 p.m., CCAN with – Community property and new Texas residents.
shooting @ 2 p.m. – Are death taxes dead?
Hosted by: Resident Ron Gaddy Email: rongaddy22@ – How to lawsuit protect your assets.
gmail.com – NRA Pistol Instructor – Is your estate plan up-to-date?
All meetings by appointment only.
This class will provide you with the information and certificate For more information, call our Georgetown office at 512-869-1435.
to receive a Texas license to carry a handgun. Principal office: Austin, Texas
Please call Ron Gaddy 512-750-8877 to register for this class
and for information about basic pistol instruction. Heritage Trusts
Texas D.P.S. Certified Instructor for C.H.L. - N.R.A Certified
Pistol Instructor Thursday, January 19, 10 a.m., CCW
National Rifle Association Credentials: Hosted by: The Greening Law Firm
Purchase your $1 ticket online or at the Member Services Office.
– Basic Pistol and Safety
– Personal Protection in the Home 10-11 a.m.: Estate Planning Basics – Wills, Trusts, and Probate
– Personal Protection Outside the Home 11 a.m. - noon: IRA/401K – Five Beneficiary Options, Including
– Refuse to be a Victim Retirement Fund Trusts
– Range Safety Officer Presented by Ron Greening of The Greening Law Firm,
P.C.
Financial Our practice is limited to Estate Planning, Probate, Trust Ad-
ministration, and Medicaid Planning
7 Things Clients Need to Know to Have a You are invited to join us to learn more about:
Successful Retirement
– Living Trusts - a powerful estate planning tool
Thursday, January 12, 9 a.m., CCW – Wills - uses and misconceptions
Hosted by: Austin Financial Partners – Probate - what it is, how it works, and how to avoid it
Purchase your $1 ticket online or at the Member Services Office. – Protecting your assets while reducing death taxes, attor-
So much of everything that is published and promoted about ney’s fees, and other costs
retirement is about money and finances. In this interactive – Living Wills and Powers of Attorney
session we will talk about the other areas of retirement that – Five options you have for IRA/401K beneficiary: advantages
are also important – health and wellness, relationships with
family and friends, having meaningful ways to spend our time, and disadvantages of each
and the importance and impact of attitude toward retirement. – Estate planning for IRAs and life insurance proceeds
We’ll also look at why some people choose to work in retirement Attendees will receive a Texas Estate Planning Basics book
despite being financially set. Let’s set ourselves up to make the and the opportunity for a complimentary private consultation
experience positive for ourselves and others. Come learn a few with attorney Ron Greening concerning their planning at our
things that can help you! Georgetown office, 1601 Williams Drive at Rivery Blvd.
Christopher B. Jones, AWMA – Wealth Manager Mr. Greening will bring fresh-brewed Starbucks coffee and fresh-
8911 N Capital of Tx Hwy, Bldg 3, Ste 3210, Austin TX 78759 - baked gourmet cookies.
E-mail: [email protected] – www.austinfp.com Please call us at (512)931-0888 for more information.
Phone number: 512-342-0202 www.greeninglawfirm.com
Securities and advisory services offered through Commonwealth
Financial Network® Member FINRA/SIPC, a Registered Invest- Why a Roth IRA Conversion, Why Now?
ment Advisor.
Friday, January 20, 2:30 p.m. CCAN
The Truth About Estate Planning Workshop Hosted and presented by: Jim Bailey, CFP®
Purchase your $1 ticket online or at the Member Services Office.
Thursday, Jan. 12, 9:30 a.m., CCAN
Purchase your $1 ticket online or at the Member Services Office. Jim is an Ameriprise Platinum Financial Services® Practice
Hosted by The Wiewel Law Firm, Presented by: financial advisor with 26 years of experience.
Can a Roth IRA Conversion help you be prepared for a confident
Brad Wiewel, JD, Board Certified, Estate Planning and Probate retirement?
Law, Texas Board of Legal Specialization Find out which factors to consider before choosing a Roth Conver-
Learn the truth about: sion. This seminar will help you:
– Do out-of-state documents work in Texas? – Cut through the clutter and decide if a Roth conversion is
right for you.
72 | SUNRAYS JANUARY 2017
ONLINE: SCTEXAS.ORG
