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WANT TO KEEP YOUR MONEY BETWEEN YOU
AND YOUR BENEFICIARIES?
Dear Valued Member,
Sign up for our savvy estate-planning seminar ASAP. Here's what you'll learn:
| • Keys to transferring assets |
• Probate |
| • Beneficiary designations |
• Funding the right kind of trust
for your needs |
| • Minimizing taxes and fees |
• And much, much more |
| • How to avoid conservatorship |
|
Guest Speaker - Ellen Edwards Farewell, Attorney at Law |
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Date: Wednesday, November 9
Time: 6:30 pm - 7:30 pm
Westlake Village Branch
2820 Townsgate Rd., #120
(In the Gelson's Shopping Center)
RSVP - (866) 430-3181 |
Refreshments will be served.
P.S. Invite your friends to this important event, but seating is limited so make sure to RSVP early. |
