“Script Your Family’s Future: Why You Need an Estate Plan” presented by Annie Murphy
March 15th at 6 pm
Edward Jones financial advisors Ryan Green and Greg Green are partnering with attorney Annie Murphy on March 15th to present a dinner with seminar titled: “Script Your Family’s Future: Why You Need an Estate Plan.” Following a brief market update by Geoff Sweezy, MFS Investment Management, Ryan, Greg, and Annie will underline the importance of creating an estate plan and using a team approach. Seminar participates will learn more about how to formalize a retirement, estate, and succession plan, including: how to transfer your assets to the next generation, how to leave a charitable legacy, what to consider when planning for the unexpected (dementia, disability, etc.), and tools available to preserve and transfer your assets. Current clients are welcome to bring a guest to the event.
When: Tuesday, March 15th, 6:00-8:00pm
Where: Holiday Inn & Suites, 2751 Crossroads Blvd., Grand Junction, Colorado 81506
Cost: Seminar is free, but space is limited. An Italian-style dinner buffet will be provided to participants at no cost.
RSVP: Call Lianne Lydell at 858-0115 by March 8th to reserve your spot