Finance, Business & Law



Annuities - The Devil is in the Details

As Financial Advisors, we see the aftermath of the ‘unintended consequences’ of those who ‘don’t know what they don’t know’. Join us as we discuss how to avoid common pitfalls surrounding annuities. What’s the difference between a Living Benefit and Annuitization? What if you can protect your principle from market loss? What are the real fees you are paying?

 

Instructors: Kimberle M Dyer and Pamela B Prine are co-owners of Keystone Capital Management Group, LLC, in Glendale, Arizona. Keystone is an investment and retirement planning firm committed to the growth and protection of their client’s assets. Combined, they have over a quarter of a century of experience. As financial advisors they embrace the opportunity to educate, guide and simplify the complex. It is important to help people understand the unique challenges that exist relative to investments and retirement income planning in the volatile times ahead.

Securities offered through J.W. Cole Financial, Inc. (JWC), Member of FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA), Keystone Capital Management Group, LLC, and JWC/JWCA are unaffiliated entitie



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Q & A with an Estate Planning Attorney

Come and ask all of your estate planning questions to one of the partners at Arizona's largest estate planning law firm.  We will discuss topics such as:

- Living trusts

- If you just moved to Arizona from another state what estate planning documents do you need in Arizona

- Wills

- Powers of attorney

- Long Term Care

- Law changes that may affect your estate plan

- How your retirement account should work with your estate plan

- And any other questions that you may have regarding estate planning

Instructor: David Eastman studied at Brigham Young University and earned a degree in Psychology.  He then attended California Western School of Law and finished his legal education at Arizona State University College of Law where he focused on Estate Planning and earned his Juris Doctorate degree. In 2005, David joined the team at Morris Hall as a legal assistant and then an attorney in the Estate Administration Department. He practices in all areas regarding estate planning but focuses especially on the areas of Estate Administration and Probate. Recently, David worked as a co-writer on the Arizona Estate and Probate Planning Handbook. He has helped many families and individuals through the difficult time of loss by helping facilitate assets and probate when necessary.

 



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Register Now!
QAEPA
PORA Adult Learning
Camino 2
Eastman, JD 4/12 - 4/12 Fr 09:00 AM - 10:30 AM $15.00