Merkley Wealth Associates Announces Financial Literacy Series of Seminars for Women
Merkley Wealth Associates Announces
Financial Literacy Series of Seminars for Women
Smart Women, Smart Choices
February 19th and 26th
Retirement and Estate Planning 101
March 6th and 13th
Smart Women, Smart ChoicesFinancial Literacy Series of Seminars for Women
Smart Women, Smart Choices
February 19th and 26th
Retirement and Estate Planning 101
March 6th and 13th
Are you afraid of making mistakes with your money? Do you wish you were more comfortable with money decisions and financial topics? We’ll help you prepare for whatever the future might bring. Learn more about establishing and protecting your own credit, choosing appropriate investments, planning for retirement and other relevant topics.
Retirement and Estate Planning 101
Afraid you can’t afford to retire? Will you stay ahead of inflation and not outlive your money? Concerned about the stock market? We will help answer these questions along with discussing social security, how to convert a 401(k) plan to an income stream you won’t outlive, ways to help minimize your taxes in retirement and options to help protect your investments from market fluctuation. An expert in medicare and social security will be assisting with this portion of the series.
Even everyday folks need an estate plan. A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted. Whether your assets are worth thousands or hundreds of thousands, it's important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes and how to maximize the transfer of your real estate, investments, and personal belongings to your loved ones and/or charitable organizations. An estate planning attorney will be assisting with this portion of the series.
Even everyday folks need an estate plan. A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted. Whether your assets are worth thousands or hundreds of thousands, it's important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes and how to maximize the transfer of your real estate, investments, and personal belongings to your loved ones and/or charitable organizations. An estate planning attorney will be assisting with this portion of the series.
Please Register by emailing Jennifer Lovell at Jennifer.Lovell@ceterafs.com or calling 515-259-3574.
Each Series is held two days and will be from 6-7pm.
Each Series is held two days and will be from 6-7pm.
Merkley Wealth Associates
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Jennifer Lovell Marketing Director and Event Planning
- January 21, 2025
- (515) 259-3574
- Send Email
