Estate planning and retirement planning are closely related, but it is important to know the difference and plan for both. Join in for this FREE informative session and start your planning today.
Your host will be Chris Folgmann, a financial advisor and volunteer with the Society of Financial Awareness.
At the informative meeting he will discuss the distribution of estates, wills, and trusts with tips for avoiding probate. Various estate planning strategies will be considered as well as an overview of the purpose of estate planning. In retirement, it is essential to have a plan and planning will be a top consideration in this talk. Chris will also address retirement issues such as setting goals, estimating income, using tax advantaged saving vehicles, optimizing your Social Security, and choosing investment considerations.This class is offered to you by the Society for Financial Awareness.
Grab your friends, parents or spouse and don't miss out on these great tips!
When: Monday, September 23, 2019 at 6:00 pm.
Address: 135 N Washington Ave, Arlington, Washington 98223