CLA Estate Planning Workshop

Event Details

CLA Estate Planning Workshop

Time: September 9, 2014 from 9:30am to 12:30pm
Location: Westchester Country Club & Banquet Hall
Street: 12250 Westchester Club Dr.
City/Town: Boynton Beach
Website or Map: http://www.claestateservices.…
Phone: (866) 252-8721
Event Type: workshop
Organized By: CLA Estate Services
Latest Activity: Aug 14, 2014

Export to Outlook or iCal (.ics)

Event Description

A FREE workshop providing valuable information for seniors on securing one's estate and retirement planning. You will receive a workbook and gain useful information you can act upon immediately regarding:

- Pros and cons of wills and trusts

- How to avoid probate

- Long term health care concerns

- Tax reduction planning.

CLA Estate Services is a firm devoted to assisting area residents in protecting their assets and ensuring their money lasts.  Our representatives have comprehensive knowledge of estate planning issues that will help you avoid common and sometimes irreversible mistakes.

Seating is limited.  Please call 1-866-252-8721 between 9am and 5pm Central Standard Time to confirm your attendance to this very important workshop.

Information in this workshop comes from a wide range of sources.  For over twenty years, we have been presenting concepts that come from clients, attorneys, financial planners, government agencies, and a wide variety of private and public sources.  We hope the information presented will help you have a better understanding of your planning choices.

Comment Wall

© 2020   Created by Mary Kate Leming.   Powered by

Badges  |  Report an Issue  |  Terms of Service