As part of our commitment to help keep you informed on estate planning matters, we are hosing a Client Workshop on Funding Your Trust. If you have assets you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded to your Trust.

We will discuss”

How and Why to fund your Trust
Concerns about retirement account beneficiary designations
Vehicles, Timeshares, LLCs

We will also answer your funding questions.

To attend this event contact Robin at (704) 944-3245 or by email at [email protected]

This event is open to Clients of The Potter Law Firm and their guests. Seating is limited so reserve your spot today! (from )

potterestateplanning.com/seminars/trust-funding-workshop-2/

• This event has passed.
  January 31, 2019 from 1:30 to 3:00 pm

  January 31, 2019 01:30 to January 31, 2019 03:00
• Hampton Inn – Matthews
  9615 Independence Pointe Parkway, Matthews, NC

  Directions to event · Directions from event
• Contact Pamela H Potter for more information
  (704) 944-3245
  
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