Description
You're Invited! March 19, 2024, 5:00 PM to 6:00 PM (PST)
Why Estate Planning? Why Now?
Life is unpredictable. Preparedness is everything.
Come to this workshop and learn:
• What your family could face if you die without an estate plan
• Why an outdated estate plan could be worse than no estate plan
• What you need to know before naming an IRA beneficiary
• How changing tax laws could blindside you or your heir.
• How to know if your estate plan needs to be updated
• How to get started creating or updating your estate plan
RSVP Today! Lori J. Ellingson, TEXT 541-329-4868
or ellingsonl@agatefp.com
Date and Time
Wed, Mar 19, 2025
5:00p - 6:00p PST
Location
Newport Library
Note
Investment Executive Business Location: 1100 NE Lakewood Dr. Newport, OR 97365 Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC) Insurance License #0644976, member FINRA/SIPC, a broker-dealer, and registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0C92075 Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.