CLA Estate Planning Workshop

Event Details

Date(s) & Time(s)::

August 10, 2016 at 9:30 AM until 1:00 PM

Location: Comfort Suites, 1345 N. Baldwin Ave., Marion, IN 46952

Phone: (866) 252-8721 Please RSVP

Email: workshop@wsimail.com

Link: http://www.claestateservices.com

Event Description

July 27, 2016 Updated Jul 27, 2016 at 10:05 AM EDT

A FREE workshop providing valuable information 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 to confirm your attendance or for more information.

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.

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