Edward Jones Financial Advisor Sarah Brown Hosts Preparing Your Estate Plan Seminar
Edward Jones Financial Advisor Sarah Brown of LaPorte is hosting a free 60-minute educational seminar titled "Preparing Your Estate Plan" at 6 pm October 22 at Portofino's, 3233 North State Rd 39, LaPorte.
Brown will present this seminar along with Ed Volk, a local estate planning attorney.
Many people tend to put off or ignore developing a sound estate plan, but it's one of the most important things an investor can create. During the seminar, participants will learn more about:
| · | What to consider when creating a will |
| · | Benefits of trusts in estate planning |
| · | How to help reduce taxes on one's estate |
| · | How insurance can help protect one's family |
The seminar is free, but space is limited. To make a reservation, call Sherry Wilke at 219-325-8828 by Oct. 16.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 14,000-plus financial advisors work directly with nearly 7 million clients. Edward Jones, which ranked No. 6 on FORTUNE magazine's 100 Best Companies to Work For in 2015, is headquartered in St. Louis. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones. The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.
Date and Time
Thursday Oct 22, 2015
6:00 PM - 7:00 PM CDT
October 22
6 p.m.
Location
Portofino Grill
3233 North State Road 39
La Porte
Fees/Admission
The seminar is free, but space is limited
Contact Information
219-325-8828
Printed courtesy of www.laportepartnership.com/ – Contact the La Porte Economic Advancement Partnership for more information.
605 Michigan Ave, La Porte, IN 46350 – (219) 324-8584 – miker@laportepartnership.com