Planning for vacations, graduations, weddings, grandchildren and accomplishing your own ‘bucket list’ always gets highest priority. But planning for the serious stuff often gets put on the back burner –what happens to your real estate, bank account, certificates of deposit, IRA’s, mutual funds, 401k’s when you:
- Divorce
- Or your spouse pass away
- Get married or re-marry
- Give birth or adopt
- Move to a different state
- Have real property in a state other than your home state
- Have a death of a beneficiary listed in your will
- Experience major changes in income or asset value
- Inherit assets
Complementary seminar presented by Matthew J. Kriegel
of Eells & Tronvold Law Offices, PLC
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Seminar Topic Include: |
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Seminar Details: |
| Who : You and your guest |
| When: Thursday June 27th at 6:00pm |
| Where: Kava House Café. 122 2nd St. Swisher, IA |
| Why: You NEED this information
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| RSVP Required. RSVP to info@bmp-cpa.com or 319.239.9903 Seminar will be limited to 20 attendees. RSVP today!
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**I often hear age as a reason to avoid future planning but rest assured AGE does not matter. People of all ages should attend.
– bmp, CPA is not affiliated with Eells & Tronvold Law Offices, PLC
