Key Life Decisions: Are You Prepared?

Key Life Decisions: Are You Prepared?

At Edward Jones, we believe education is an important part of achieving your goals. We also realize there is more to life than just financial goals. We want to help you prepare for the future. That’s why we’re excited to invite you to our upcoming program featuring our special guests.

    1st Presentation: Preparing Your Estate Plan, presented by Robin WellingsLoftus from Edward Jones

    2nd Presentation: Estate Planning, presented by Lisa Schreiner from the law offices of Stam & Danchi, PLLC

    3rd Presentation: Understanding Taxes, presented by Christopher Abbott from Christopher K Abbott, CPA, PA

    4th Presentation: How To Prepare, presented by Thomas Williford from Williford Funeral Homes

When: Thursday, September 22, 2011 at 7:00pm

Where: Fuquay Varina Chamber of Commerce, 121 N. Main Street, Fuquay Varina, NC 27526

To reserve space for yourself and a guest at this educational seminar, please call 919-552-8077 no later than September 16th.

°A local estate-planning attorney also will be available to answer your questions.

° Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your estate-planning attorney or qualified tax advisor regarding your situation.