ESTATE PLANNING: Robert Reece, Legacy Estate Services, Inc
Date: Tuesday, July 9th, 2019
Time: 5:30 PM: Please arrive on time so we can get everyone registered by 5:45 PM. Event starts at 5:45 PM “Sharp”
Place: Herbalife
3200 Temple School Road
Winston Salem, NC 27107
Plant Host: Paul Sheehy, Scott Swaim
Topics to be covered:
1. Why we need an estate plan?
2. How to avoid unnecessary expense, time and complication
3. Dealing with tech assets
4. Protecting heirs from themselves
5. Dealing with pets in an estate plan
6. Common mistakes & how to fix them
PPE: Not required.
Cost: $20.00 admission each (Limited to 26 - RSVP required)
Presentation/ Dinner
RSVP: Ronnie Overton rloverton@liggettgroup.com and Eric Eley at eric.l.eley@jci.com.
Reservations by 5:00 PM on Wednesday, July 3rd , 2019.