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Estate Planning – How to Take Charge of Your Assets

Attorney Parker Smith & Jan Gleisner, Financial Adviser

Thursday, December 8, 2016 from 6:00 PM to 8:00 PM (PST)

Estate Planning – How to Take Charge of Your Assets

Ticket Information

Type End Quantity
Estate Planning Event 3d 15h 13m Free  

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Event Details

Bring a friend and join us for an evening of Wine and Hors D'oeuvres

Presentation on Estate Planning including:

What if I do nothing?
What is Probate?
Who needs Estate Planning?
How to avoid what happened to Elvis Presley’s estate?

 

_______________________________________________________________________________

 

Attorney Parker Smith
858 746 9554 | 
www.sysmithlaw.com

Financial Adviser, Jan Gleisner
858 345 8020 | www.carmelvalleyins.com

DISCLOSURES:
THE INFORMATION AT THIS EVENT IS NOT AN OFFER TO SELL OR SOLICITATION OF ANY KIND OF INSURANCE (FIXED PRODUCTS). PRODUCTS AND SERVICES REFERENCED ARE OFFERED AND SOLD ONLY BY APPROPRIATE APPOINTED AND LICENSED AGENTS. THE MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY. IT IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED UPON FOR ACCOUNTING, LEGAL, TAX OR INVESTMENT ADVICE. PLEASE CONSULT A PROFESSIONAL WITH AN EXPERTISE IN THESE AREAS REGARDING THE APPLICABILITY OF THE INFORMATION PERTAINING TO YOUR SITUATION. BY RESPONDING TO ANY INFORMATION YOU MIGHT FIND INTERESTING, YOU AGREE TO BE CONTACTED BY A LICENSED INSURANCE AGENT REGARDING RETIREMENT INCOME PLANNING AND/OR LIFE INSURANCE PLANNING. PERCENTAGES REFER TO EITHER FIXED OR INDEXED ANNUITY CREDITING RATES OR LIFE TIME INCOME WITHDRAWAL AMOUNT BASED UPON YOUR INITIAL PREMIUM AND MAY ALLOW THE OWNER OF AN ANNUITY TO WITHDRAW UP TO A CERTAIN PERCENTAGE OF THEIR INITIAL PREMIUM PER YEAR FOR THEIR LIFE TIME. THIS WITHDRAWAL RATE MAY NOT BE AVAILABLE FOR ALL APPLICANTS AND CAN VARY BASED UPON YOUR AGE, STATE, THE START DATE OF YOUR LIFETIME INCOME, AND OTHER FACTORS. PERCENTAGES CAN ALSO REFER TO POTENTIAL CREDITING RATES FOR AN INDEXED LIFE INSURANCE POLICY. NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL STATES. CARMEL VALLEY INSURANCE, INC. IS LICENSED IN THE FOLLOWING STATES: CA, MO. CALIFORNIA LICENSE # 0G89325. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Jan Gleisner is an Investment Advisor Representative with Hermes Econometrics, a CA Registered Investment Advisor (www.econ101.com). Advisory assets may be custodied at TD Ameritrade.

Have questions about Estate Planning – How to Take Charge of Your Assets? Contact Attorney Parker Smith & Jan Gleisner, Financial Adviser

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When & Where


The Offices of Sy & Smith, PC Attorneys at Law
11622 El Camino Real, Suite 100
Del Mar, CA 92130

Thursday, December 8, 2016 from 6:00 PM to 8:00 PM (PST)


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Organizer

Attorney Parker Smith & Jan Gleisner, Financial Adviser

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Estate Planning – How to Take Charge of Your Assets
Things to do in Del Mar, CA Seminar Business

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