23 Oct
Virtual Happy Hour - Your Estate and Giving

Description

Join us to discuss - “Your Estate and Giving”

* Estate Plan Reviews

* SECURE Act

* Gift Considerations – To Gift or Not to Gift

Presenters and Hosts: Jody Hinsey & Charlene Laney - Mint Financial Strategies and Jennifer Stenbak - 8z Real Estate

Where:  ZOOM (meeting instructions will be sent upon your RSVP)

*** Maggiano's TAKE OUT dinner will be provided by your hosts, complimentary.  Indicate in your RSVP whether you would like to pick up dinner before the event.  Then we will email you your meal options. You will pick it up the afternoon of 10/23 at Maggiano's Little Italy - 7401 S Clinton - Englewood, CO 80112.

*Mint Financial Strategies, 8z Real Estate and LPL Financial are not affiliated.

*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Mint Financial Strategies or LPL Financial.

Date and Time

Fri, Oct 23, 2020

5:00p - 6:00p MST

Location

Zoom

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