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Morrisville, NC

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Phone (919) 493-8411
Price free
Age Suitability All Ages
Category Talks & Lectures

Free Wills, Living Trusts & Retirement Planning Seminar- Capital City Chophouse- Morrisville, NC

Wednesday, Aug 14, 2013 6:00p to 8:00p
Capital City Chop House Morrisville, NC

This is a free workshop on Wills, Living Trusts and Retirement Planning with a complimentary meal and a special opportunity to hear a presentation from Walker Lambe's Managing Partner, Mark Costley and Wealth Management Advisor, Karen Diamond with Morgan Stanley. During the presentation we will discuss several issues, including, how to:
Protect your hard-earned assets from avoidable fees and taxes at your death.
Avoid unnecessary probate administration, expense and delays with a Living Trust.

Created by costleylawnc

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