Ladies Day Luncheon-January 21 12-1:30 p.m.

What topics are covered by the course?

An exclusive, Ladies only event, compliments of J. Alan Financial presents "Estate Planning Strategies" Investment Advisory Services offered through Global Financial Private Capital, LLC.

Who should attend?

Ladies, Join us and look forward to a very interesting discussion at this workshop! Please arrive by 11:40 a.m.

What will I be able to do on completion?

Estate Planning Strategies:
1. Wills vs. Trusts.
2. Minimizing Taxes.
3. Maximizing Value.

Women who want to share investment knowledge;
Widows or divorcees particularly if your husband handled the investment decisions;
Independent women who have a desire to learn;
Women whose husbands are handling your investing decisions;
Women who own their own business.

How will I be assessed?

Not applicable

January 2015 Ladies Day Luncheon: THIS MONTH WE WILL DISCUSS...

There will be approximately 30 minutes of information and 30 minutes of Q&A prior to lunch being served. No worries if you must leave prior to the end of Q&A we will be happy to box your lunch for you.

You'll enjoy this open conversational forum! Please bring plenty of questions (and some friends, if you would like!) and let's have a fun afternoon! Absolutely no solicitation or obligation at this event. ~ ph.763/657-1828

*Jim Bear is an Investment Advisor Representative. Investment Advisory Services are offered through Global Financial Private Capital LLC, an SEC Registered Investment Advisor.

Venue Details: Pittsburgh Blue-Maple Grove, 11900 Main Street, Maple Grove 55369, United States.

Category: Classes / Courses - Professional Training - Real Estate and Construction.

Guide Price: Free.

Delivery: Other
Category: Career Development »
Duration: On January 21, 2015 at 12:00 pm - 1:30 pm.

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