Free Wills, Living Trusts & Retirement Planning Seminar

Jan 28, 2014 6:00PM

Location 509 North Bright Leaf Blvd
Smithfield, NC
Cost Free
Details This is a free workshop on Wills, Living Trusts and Retirement Planning with a complimentary meal and a special opportunity to hear a presentation from Walker Lambe Attorney Rupe Gill and Financial Advisor Jeff Navarro with Edward Jones. During the presentation we will discuss several issues, including, how to:

Protect your hard-earned assets from avoidable fees and taxes at your death.
Avoid unnecessary probate administration, expense and delays with a Living Trust.
Protect assets inherited by your heirs from lawsuits, divorce or other claims.
Provide for your spouse while protecting children from a prior marriage.
Plan so that your estate passes to your family quickly and based on your wishes.
Disinherit the IRS!
What the new Federal estate tax laws mean to you and your family.
Understand decisions about protection for your hard-earned assets.
Develop strategies to manage your financial affairs to reach your wealth goals.
Develop a relationship with a trusted financial advisor.

ticket link
Venue Johnston Medical Mall Auditorium

add to calendar Add to Calendar
iCal | Outlook

 Return to Media Events