The Law Offices of Jeffrey G. Marsocci
and
Ameriprise Financial — McClaugherty & Associates
invite you to join us for a special seminar:
In-Law Protection Planning
Hosted by: The Law Offices of Jeffery G. Marsocci, PLLC
and McClaugherty & Associates,
a private wealth advisory practice of Ameriprise Financial Services, Inc.
Presented by:
Jeffrey G. Marsocci, Estate Planner
Jeff McClaugherty, Private Wealth Advisor
Miranda Cabrelli, Regional Director, Delaware Investments
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Thursday, October 13th at 5:30 PM
Midtown Grille
4421-115 Six Forks Road
Raleigh, NC 27609
Map
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During this seminar, you’ll learn about:
• Potential creditors, divorcing spouses or lawsuits: How certain are you that your estate will eventually make it to your grandkids?
• Keeping your wealth safe: The 3 BEST methods to ensure that your assets are distributed to the beneficiaries of your choice.
• Establishing Trusts that will enact your planning wishes… and protect your loved ones for years to come.
• How you can avoid the government becoming the largest beneficiary of your retirement accounts instead of your kids and grandkids.
This is an informational seminar. There is no cost or obligation.
Hors d’ oeuvres will be served.
Space is limited. Please make a reservation by October 11th for you and a guest.
(919) 844-7993.
