Broker Check
10 Jan
Why Estate Planning? Why Now? (copy) (copy) (copy)

Description

You're Invited! January 24, 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• Why an outdated estate plan could be worse than no estate plan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, Jan 10, 2024

12:30p - 1:30p PST

Location

Newport Library

35 NW Nye St.
Newport , OR 97365

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

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