Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well being. Secured Retirement Advisors, LLC keeps clients informed on changes and economic trends that may affect their financial future.
Estate Planning Workshop with Special Guest, David Ness
Discover Aspects of Estate Planning That You May Not Be Aware Of:
- Marital Property Agreements
- Power of Attorney
- Revocable Living Trusts
- Beneficiary Trusts
- Charitable Trusts
Featuring David Ness, Attorney at Law. David Ness is a frequent speaker on topics such as estate planning, taxation and business succession. Named a “Super Lawyers Rising Star” and featured in “Who’s Who in Estate Planning and Probate Law” by Minnesota Law and Politics. He is also a contributor to radio and television programs such as “The Law Show” on WCCO 830 and KARE 11 Sunrise.
Tuesday, March 18th, 2014 at 6:30 p.m.
This event will be held at Park Place East
Click here to reserve your spot.
Class Lasts 90 Minutes