Principles of Preserving Wealth
You are cordially invited to attend a special workshop: "Estate Matters, Principles of Preserving Wealth."
At this one-hour seminar you will learn:
* Who needs an estate plan.
* What is the purpose of estate management.
* How to protect your spouse, children, and heirs.
* How to control and preserve your assets.
* Managing the amount of taxes that may be due.
In this workshop, we’ll go over the
essentials of estate planning, and how to make things easier for the people you love. We will also discuss how a wealth advisor can help you both before and after you work with an estate planning attorney .
Join us for an enlightening seminar that will get you thinking about your future and what you need to do to prepare for it.
Presented by: Marcy Haines, CFP®
Vision Wealth Management Inc.
Location: Senior Center
Baker City, OR
Date & Time: 3/12/2015 1 pm
We look forward to seeing you there!
Please click on the link below to view the latest LPL Financial Weekly Market Commentary that provides an overview of the past week's market events and insight into upcoming market events. This weekly publication is authored by Jeffrey Kleintop, CFA, LPL Financial Chief Market Strategist.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC