Adult Center of Prescott - Event Center, Banquet Hall, Meeting Rooms, Conference Center, Weddings in Prescott

"Estate Planning ..."

Event Date: Tue Nov 14, 2017

Event Time: 10:00 AM-11:00 AM

Your Retirement Plan and Investments Should Work in Harmony With Your Estate Plan"


FREE SEMINAR:  Tuesday, November 14, 2017, 10 to 11 am, by Darren Vilardo, Financial Advisor, DaVinci Wealth.

Darren Vilardo of Davinci Wealth will be joined  by special guest attorney Mike Menlove of Menlove Law and TFC Estate and Document Service. Why an estate plan is more than just a guide for the distribution of assets after passing, it is a tool to allow family and friends to handle your affairs should you no longer be able to due to illness, or cognitive impairment.  A good estate plan works to protect your assets from creditors and taxes. A good financial and retirement plan helps protect your assets and lifestyle from market turmoil. Your estate plan and your retirement plan should work together seamlessly.

Reservations required, seating is limited.  Call 928-237-3411.

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