Choose Your Vehicle and Retire on Your Terms

9375 East Bell Road,Scottsdale AZ 85260

26 July, 2022

Description

Just like buying a car, you have choices when it comes to estate plans in Arizona. And if you don't make a choice, you'll have a vehicle that is chosen for you. The same goes for maintaining your retirement on your terms. Join Life Guarding Legacies, Heidi J. Thompson, Ed.M, JD - Estate Planning Attorney, Author, and Speaker - along with special guest speakers Douglas Godfrey, APMA®, Financial Advisor and Dale Donaldson, CRPC®, RICP®, APMA®, Private Wealth Advisor with Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. for this FREE seminar. Seating is limited to 25 registered guests. What you will learn: What happens without an estate plan The difference between a will and a trust How having an estate plan helps during your life (just not after your death). Learn about how to get stupidity insurance for your kidsA few mistakes not to makeHow to make your money outlive youMaintaining your current lifestyle and setting your own terms for retirement. Register Today! Seating is limited to the first 25 registered guests. For more information regarding this FREE event, email Doug Godfrey at [email protected] Food and Beverages served to registered attendees during this event. Must be 21 or Older to attend.