Friday, November 30, 2012

More Estate Planning Questions Answered

Please join Morgan O’Brien and Don Ragona December 5 for the second installment of our estate planning series, Circle of Life Show.  In addition to a review of estate planning basics, we will discuss non-cash gifts, such as stocks, real estate, motor vehicles and other assets.

If you haven’t reviewed your estate planning documents recently, year end is a good time to make sure everything is in order.  Many life events—children graduating, buying or selling a house, contemplating retirement—could have an impact on your will, estate taxes or other plans.   They could also impact your year-end financial planning.

Join us for a free, 1-hour session where we answer your questions directly.  Click below to sign up today.

Title:  Circle of Life Show

Date: Wednesday, December 5, 2012

Time:    6:00 PM - 7:00 PM MDT

Join us for a Free Webinar!

Space is limited:

Reserve your Webinar seat now at: https://www3.gotomeeting.com/register/887518062

This hour-long session with Don Ragona and Morgan O'Brien will offer an exploration of wills and general estate planning questions.  The session will include opportunities for questions and answers.

After registering you will receive a confirmation email containing information about joining the webinar.

System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server


Mac®-based attendees
Required: Mac OS® X 10.5 or newer


Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet