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SEMINARS
Education For more information, call our Georgetown office at 512-869-1435.
Principal office: Austin, Texas
ID Theft – Who’s Got Your Number?
Simplifying Estate Planning - Brunch Event
Tuesday, July 25, noon, CCGT
Saturday, July 29, 11 a.m., CCG
Hosted by: Texell Credit Union
Purchase your $1 ticket online or at the Member Services Office. Hosted by: Fort Family Estate Planning
Purchase your $1 ticket online or at the Member Services Office.
Every minute, about 19 people fall victim to identity theft. It
takes the average victim an estimated $500 and 30 hours to Listen to Tanya K. Streit, JD, MBA, Estate Planning Attorney,
resolve each identity theft. Seminar attendees will learn what and Justin Fort, ChFC, RICP, CFP, MSFS, Financial Consul-
identity theft is and how it can affect their lives. They will also tant, simplify and explain the ins and outs of estate planning
learn how crooks get personal information and how to minimize while you enjoy a delicious catered brunch.
the risk of ID theft, online and offline. Lunch will be provided. You can expect to learn the following:
Texell Credit Union, [email protected], (254) 773-1604 – Differences between wills and trusts, and their respective
benefits
Financial
– How to legally protect you and your loved ones during in-
Wine & Wealth Workshop capacity/disability
Wednesday, July 12, 4:30 p.m., CCAN – What is probate, its purpose and why you want to avoid it
Hosted by: Scott Campbell of Austin First Financial, Inc. – Simple and affordable estate planning solutions
Purchase your $1 ticket online or at the Member Services Office. Will the courts decide what happens to you and your
family when you become incapacitated, disabled, or die?
Where should you invest your money today? Would you be in- Or do you have a plan in place?
terested in creating a Perpetual Retirement Income Machine? Free in-home/in-office estate planning consultations available
Attend this workshop to learn more and receive a FREE copy of to all attendees.
my new book: The Perpetual Retirement Income Machine. Fort Family Estate Planning
[email protected], (512) 953-5239
Scott Campbell is an Investment Advisor Representative and a
specialist in retirement planning. He holds a Retirement Income Health
Certified Professional designation and has been teaching adult
education classes in this field since 1999. Thriving At Home with Alzheimer’s
Always fun and entertaining, you won’t want to miss the SUR- Wednesday, July 12, 10 a.m., CCAN
PRISE OF THE MONTH!
Hosted by: Georgetown Living
Investment advisory services offered through Wealth Financial Purchase your $1 ticket online or at the Member Services Office.
Advisory Services, LLC, a Registered Investment Adviser. In-
surance services are offered through individually licensed and Jane Austen famously said, “There is nothing like staying at
appointed insurance agents. [email protected] home for real comfort.” Though most will agree with this senti-
512-638-9499 ment, staying at home can be a challenge if you are afflicted
with Alzheimer’s or another type of dementia. Fortunately,
The Truth About Estate Planning Workshop there are a growing number of services, technological solutions,
and academic studies that can be leveraged to help those with
Thursday, July 13, 3 p.m., CCAN dementia stay safely at home. Join us for a discussion of these
tools and learn about some best practices that have been used
Hosted by The Wiewel Law Firm, Presented by: to allow those with dementia to live safely in their home for as
long as possible.
Brad Wiewel, JD, Board Certified, Estate Planning and Probate
Law, Texas Board of Legal Specialization For more information contact Erin Barrett: (512) 763-7485 or
Purchase your $1 ticket online or at the Member Services Office. email at [email protected]. Visit www.gtownliving.com for
more information.
Learn the truth about:
– Do out-of-state documents work in Texas?
– Who will care for me if I can’t do it?
– Are trusts always better than wills?
– Remarriage - protecting your estate.
– Divorce-proofing your kids’ inheritance.
– Community property and new Texas residents.
– Are death taxes dead?
– How to lawsuit protect your assets.
– Is your estate plan up-to-date?
All meetings by appointment only.
74 | SUNRAYS JULY 2017 ONLINE: SCTEXAS.ORG