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Legacy Wealth Planning Workshop
Area: Date: Time: Location: Address:
3320 Mesa Road Colorado Springs, Colorado 80904
Directions:
Exit I-25 at Fillmore St, head west. Turn right on Mesa Rd. Take second exit from traffic circle.
(Light refreshments will be served)
Map
http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=3320+Mesa+Road+80904&sll=38.869919,-104.851456&sspn=0.059876,0.110035&ie=UTF8&ll=38.883099,-104.868944&spn=0.007483,0.013754&z=16&iwloc=A
Description
This free educational seminar will provide you with a wealth of information about your own personal Legacy Wealth Planning situation. If you own a home…or you have assets worth at least $100,000…you owe it to yourself, and your family, to get the facts on proper estate planning. If you think you’re protected with a simple Will, think again…a Will goes through probate, which means your family may not be able to take possession of your estate for many months…or even years! Join us to learn about how your current plan, or lack thereof, will affect your family for years to come.
Legacy Wealth Planning Workshop
Area: Date: Time: Location: Address:
3320 Mesa Road Colorado Springs, Colorado 80904
Directions:
Exit I-25 at Fillmore St, head west. Turn right on Mesa Rd. Take second exit from traffic circle.
(Light refreshments will be served)
Map
http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=3320+Mesa+Road+80904&sll=38.869919,-104.851456&sspn=0.059876,0.110035&ie=UTF8&ll=38.883099,-104.868944&spn=0.007483,0.013754&z=16&iwloc=A
Description
This free educational seminar will provide you with a wealth of information about your own personal Legacy Wealth Planning situation. If you own a home…or you have assets worth at least $100,000…you owe it to yourself, and your family, to get the facts on proper estate planning. If you think you’re protected with a simple Will, think again…a Will goes through probate, which means your family may not be able to take possession of your estate for many months…or even years! Join us to learn about how your current plan, or lack thereof, will affect your family for years to come.
Client Refresher - Understanding Your Estate Plan
Area: Date: Time: Location: Address:
1277 Kelly Johnson Blvd.
From Academy Blvd., go west on Kelly Johnson Blvd. The Security Title Building is on the south side of Kelly Johnson. (PLEASE NOTE: This is not the Security Service Federal Credit Union Building.)
(Light refreshments will be served.)
Map
http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=1277+Kelly+Johnson+80920&sll=38.945675,-104.807875&sspn=0.007476,0.013754&ie=UTF8&ll=38.945675,-104.807875&spn=0.007476,0.013754&z=16&iwloc=A
Description
When you signed your Revocable Living Trust and accompanying documents, we went through the overall plan and the next steps you should take. In order to ensure that your estate plan works for you, we ask all of our clients to attend a Client Refresher seminar designed exclusively for you.
This refresher course will review how your estate plan works, the role of the different parties at different times, what you need to be doing to ensure your Living Trust works in the event of your disability or death, and how to identify the need for updates in the future. We will also briefly cover the topic of long-term care and options for ensuring that you retain a legacy to pass on to your loved ones.
Seating is limited, so registration is recommended.
