Calendar
Estate Planning
Tuesday, February 16, 2016, 08:00am - 05:00pm
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Contact Pat Frederiksen 303-919-1020
• 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
• 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
Location At the 1st Bank Building in Belmar- 550 S. Wadsworth Blvd Lakewood, CO 80226
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