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      (Jan 23rd) Are Your Assets Protected for Those You Love? Q&A with Dave & Guest Speaker (Peoria, AZ) in Peoria


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      January 23, 2019

      Wednesday   1:30 PM - 2:30 PM

      13373 N. Plaza del Rio Blvd.
      Peoria, Arizona 85381

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      EVENT DETAILS
      (Jan 23rd) Are Your Assets Protected for Those You Love? Q&A with Dave & Guest Speaker (Peoria, AZ)

      Monthly Q&A with David Eastman
      Guest Speaker: Tim S. Kerrigan JD, MBA with Clark Street Financial
      Dave and Tim will lead a discussion on how to protect your assets for those you love. They will explain the positive impact of pre-planning and why taking a holistic approach, by combining your estate plan with your financial plan, can help protect your loved ones later.
      They will cover topics, such as:

      How should your assets be titled?
      How to avoid probate.
      How can your trust benefit your retirement assets?
      How to protect your loved ones’ inheritance after you are gone.
      Why should you have your estate plan reviewed every 3 years?

      Freedom Plaza (Map)
      RSVP by filling in the form below, or call (602) 249-1328

      Categories: Conferences & Tradeshows

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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