Chamber Master

Estate Planning seminar - Do you know what will happen to your wealth?

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Name: Estate Planning seminar - Do you know what will happen to your wealth?
Date: April 24, 2019
Time: 6:00 PM - 7:30 PM PDT
Event Description:
Estate Planning - Do you know what will happen to your wealth?
In this seminar, we will answer some of the most common estate questions clients have.  What happens to my wealth when I pass?  How can I ensure my family is protected?  Will my estate be taxed?  We will explain new federal estate tax provisions and the problems, delays, and expenses that often accompany probate.  As well as, estate distribution techniques, including wills, trusts, and charitable giving.  We encourage you to bring a trusted friend or family member who you may want to be included in your estate planning process.  When you attend the seminar, you will receive a workbook filled with essential information, exercises, and questions to help you assess your current situation.  Perhaps best of all, seminar participants will get a complimentary consultation with our presenters.
Location:
Financial Investment Team
15350 SW Sequoia Parkway Ste. 150 Portland, Or. 97224
First Floor conference room
Date/Time Information:
Wednesday, April 24th
6:00pm - 7:30pm
Contact Information:
carrie@fi-team.com Carrie 503-906-5205 x.8
Fees/Admission:
FREE Reservatins required - 503-906-5205, x 8