Leave a comment

Estate Planning Seminar

Do your parents have an Estate Plan?  Are they turning to you for help? What do you need to know before inheriting it?  Do YOU have an Estate Plan?

Free Dinner & Estate Planning Basics Seminar in Litchfield.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s
financial needs will be taken care of, and that your personal wishes will be carried out in the matter you intended.  It’s a critical part of your overall financial plan.

In this seminar on Estate Planning Basics, you’ll learn:

·         Why you need an estate plan.

·         Strategies to plan for incapacity, including special health care directives.

·         Wills, trusts, and life insurance.

·         Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.

You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets and questions to help you remember important points from the seminar.

R.S.V.P.
To reserve your spot, please contact me at:
Office: 320-593-2846
Paul.white@thrivent.com<mailto:Paul.white@thrivent.com>
403 North Sibley Ave.
Litchfield MN 55355

WHEN and WHERE:
Tuesday May 5, 2015
6:00 pm to 8:00 pm
Peter’s on Lake Ripley
405 West Pleasure Drive.
Litchfield MN 55355

Notes:
This FREE seminar will help answer some of your questions and more. Space is limited, RSVP by May 1, 2015.
EVERYONE has an estate. If you own property or assets, you have an estate.

Directions:  Please R.S.V.P. by May 1, 2015 at 320-593-2846.  Bring your appetite for free dinner and friends to attend with you.
Thrivent Financial. Connecting Faith and Finances for Good.

Presented by:
Paul White, ChFC®, FIC, RICP
Financial Consultant
403 North Sibley Ave.
Litchfield MN 55355
320-593-2846
Paul.white@thrivent.com<mailto:Paul.white@thrivent.com>

image001

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: