Estate Planning

  • Do you need a will or a trust?  Or nothing?
  • What are your last wishes?
  • How do you minimize taxes?
  • New Social Security Law – What you can do before May
  • Money Coming In – Assets and Income
  • How Taxes and Inflation Affect Your Money
  • How to ensure life-long income

Taught by Ruth Moore, Estate Planning Attorney and Pat Frederiksen, Retirement Income, Medicare and Social Security Specialist

Free handouts and complementary snacks.  RSVP  303-919-1020

Estate Planning

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Date and Time

Saturday Apr 9, 2016
10:00 AM - 11:30 AM MDT

April 2, Saturday 10am-11:30am

Location

At the 1st Bank Building in Belmar- 550 S. Wadsworth Blvd Lakewood, CO 80226

Fees/Admission

Free handouts and complementary snacks.

Website

http://smarterwomencolorado.com/

Contact Information

RSVP Pat Frederiksen 303-919-1020
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