Wills & Estate Workshop with Davies, Goldstein & Assoc., CPAs
Date and Time
Tuesday Jun 17, 2014
6:30 PM - 8:00 PM EDT
Tuesday, June 17th
6:30pm-8pm
Location
Matthews Woman's Club
208 S. Trade Street
Matthews, 28105
Fees/Admission
Please RSVP by Friday, June 13th.
Jack Goldstein, 704-684-0555, x111 or
jack.goldstein@dgacpa.com.
Contact Information
Jack Goldstein
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Description
Featured speakers: Jennefer Garrity & Kim Gossage from the Law Firm of Garrity & Gossage.
Topics:
1. Wills & Living Wills - what are the key areas that need to be included?
2. Power of Attorney - who needs one and what actions does it allow?
3. Guardianship - when is it appropriate? What steps are needed?
4. Questions? We will save lots of time for questions, so please come ready to ask!
In addition, our investment advisor, Kurt Hoffer, will wrap up the seminar by reviewing what happened in the stock market and economy for the first half of the year, and offering his views on the second half of 2014.
Serving coffee and light refreshments.