Tuesday, June 13, 2017
11:00 am - 1:00 pm
Bala Golf Club
Learn how upcoming legislation from the new administration may affect your investments — so you can have the knowledge you need to make the right plan for your estate. Our guest speaker Paul Jervey, an Edward Jones financial advisor, will discuss the best ways to minimize inheritance and estate taxes in light of new changes. Done right, the act of estate planning, writing a personal will, and taking steps to protect your assets not only provides for future generations but may lessen your tax burdens.
Lunch will be provided during this event. After the enlightening presentation, you will have the opportunity to hear about life at the historic Simpson House retirement community, as well as our exciting new Independent Living apartments in The Cornerstone.