Monthly Q&A with Dave.
How to Preserve Your Legacy
With Guest Speaker: Tim Kerrigan, JD – Clark Street Financial

Dave and Tim will lead a discussion on how to protect and preserve your assets for those you love. They will explain the importance of pre-planning and why taking a holistic approach with estate and financial planning can help preserve your legacy for your loved ones.
They will cover topics, such as:
• How should your assets be titled?
• How can your trust influence your retirement assets?
• How you can protect your loved ones’ inheritance after you’re gone.
Freedom Plaza – Peoria (Map)
To register, fill in the form below or call 602-249-1328 to reserve a seat. (from )

morristrust.com/seminars/oct-16th-how-to-preserve-your-legacy-freedom-plaza-peoria-az/

• This event has passed.
  October 16, 2019 from 1:30 to 2:30 pm

  October 16, 2019 01:30 to October 16, 2019 02:30
• Freedom Plaza
  13373 North Plaza Del Rio Boulevard, Peoria, AZ

  Directions to event · Directions from event
• Contact Dan Morris for more information
  
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