Broker Check
25 July
Social Security and Estate Planning 101

Organizer

Mark Burford mark@talluscapital.com

Presenter

Mark Burford & Tony De Alicante

Description

Join us on Thursday, July 25, 2019 at our afternoon seminar featuring informative presentations on
Social Security and Estate Planning. Lunch will be provided.
Attendance is free - RSVP today and save your spot!

Social Security: Choice of a Lifetime

Filing for Social Security is one of the biggest financial decisions you'll make. How you file could increase your annual benefits by as much as 76%. That's why it's the choice of a lifetime. 

At this seminar, you'll learn many filing rules and strategies so you can make the choice that fits with your overall retirement income plan.

Estate Planning 101

Did you know that Estate Planning is more than managing your estate after death? It involves comprehensive planning during your lifetime and disability as well.

At this seminar, presented by Tony De Alicante, you'll gain a better understanding of Estate Planning basics, priorities, and more.

Date and Time

Thu, Jul 25, 2019

12:00p - 1:30p PST

Location

Moose Sisters

63455 North Highway 97
Suite 200
Bend, OR 97703
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