Complimentary Living Trust & Estate Planning Seminar

Thu Sep 19 2019 at 01:00 pm to 03:00 pm
Lost Rhino Brewing Co., 21730 Red Rum Dr #142, Ashburn, Virginia 20147, Ashburn, United States

Lost Rhino Brewing Co., 21730 Red Rum Dr #142, Ashburn, Virginia 20147, Ashburn, United States

Created By:
Acorn Estate Planning, PLLC
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Join Acorn Estate Planning and Acorn Financial for a complimentary seminar at Lost Rhino Retreat. We will have two speakers to discuss the following:

John Coppola, Acorn Estate Planning Attorney:
-Living Trusts: Pros & Cons and Current Issues
-Law Changes Impacting Your Trust
-Is Your Trust Out of Date?
-When Is Amending Your Trust Recommended?
-Should You Name Your Trust as Beneficiary of Your IRA or 401k?
-Anticipating & Avoiding Administration Problems When a Person Dies
-Managing The Risk of Long Term Care Expenses

John Ryan, Acorn Financial Adviser:
-Retirement Mistakes: Retiring Too Early or Too Late!
-Identifying a Sustainable Spending Rate in Retirement
-How Do You Know When You Can (Safely) Retire
-Are Your Return Expectations Unreasonable?
-How Much (More) Do You Need to Save in Order to Retire Comfortably?
-You May Be Worrying About Money Unnecessarily

RSVP by phone or e-mail is REQUIRED: pcoppola | acornep ! com or 703-934-4895. All are welcome to come (ages 21+).
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Created By:
Acorn Estate Planning, PLLC
Spread the word

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