The Coastal Star

CLA Estate Planning Workshop

Event Details

CLA Estate Planning Workshop

Time: December 10, 2014 from 9:30am to 1:30pm
Location: Westchester Country Club & Banquet Hall
Street: 12250 Westchester Club Drive
City/Town: Boynton Beach
Phone: 866-252-8721
Event Type: workshop
Organized By: Beth Morphis
Latest Activity: Nov 17, 2014

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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 trust

  • 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, from attorneys, from financial planners, from 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.

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