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Estate Planning
Saturday, April 09, 2016, 10:00am - 11:30am
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Contact Pat Frederiksen

• 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

Location FUEL Financial, 550 S. Wadsworth Ste. 401, Lakewood 80226 (1st Bank Bldg. in Belmar)
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