W3C Valid XHTML 1.0
Harrison Foundation offers "Wealth to Legacy" planning seminars

Harrison Medical Center Foundation (www.harrisonfoundation.org) is offering a series of educational presentations focused on estate planning.

Presented by Tom Deichert, a certified financial planner, the “Wealth to Legacy” series is designed to provide attendees with a comprehensive overview of a disciplined approach toward connecting heartfelt goals with appropriate tools and techniques to both optimize and protect family wealth. Participants will receive a binder to assist in plan design, organization and management that they can then use as a foundation for discussions with their family and other advisors.

The sessions will be Oct. 10 and 24, from 6:30-8:30 p.m. at 18697 State Route 305 NE in Poulsbo.

To register or for more information, contact Audrey Wolf at (360) 779-9005 or wolfa [at] financialnetwork [dot] com.

This series is provided as a community service. There is no cost or obligation to participate. Neither the broker-dealer nor any of its representatives provides tax or legal advice. For complete details, participants are encouraged to consult with their personal tax and/or legal adviser.

The KPBJ's picture
Status: Offline
Member Since: 2-17-2009
Post Count: 9187