Free Estate Planning Workshops- Feb 24 & 25

Free Estate Planning Workshops- Feb 24 & 25

Learn how planning can benefit you and those you care about- and ensure that your future desires are fulfilled.

To register for a workshop, please call Claudia at (602) 343-3144 or email cicucitro@firstfoodbank.org.

Do you have questions about…

Wills and Trusts?
Charitable Gift Annuities (CGAs)?
How much money you will need for retirement?
How to maximize Social Security benefits?
What to do after someone dies – including those little things that might be forgotten?
How to choose a Personal Representative or Successor Trustee?

Then our FREE WORKSHOPS are for you!

Workshop Schedule

February 24, 2016

Taking Control of Your Retirement
presented by Ryan Halleran, Wells Fargo Advisors, LLC

Learn helpful information regarding preparing for, entering into, and living through your retirement. We will discuss building and maintaining an effective financial plan, common pitfalls that retirees suffer, and how to maximize your Social Security benefits when the time comes.

Time: 5:00 – 7:00 PM
Location: Total Wine & More, 1670 E. Camelback Rd., Phoenix 85015


February 25, 2016 

Where There’s a Will, There’s a Way
presented by Deborah W. Miller, Deborah W. Miller, PLLC

Gain basic understanding of estate planning documents and which ones are right for you. Learn about Wills, Trusts, Powers of Attorney, Beneficiary Designations and more, and ways to leave your legacy.

Time: 1:30 – 3:00 PM
Location: Sun City West Foundation, 14465 RH Johnson Blvd., Sun City West, AZ 85373


February 25, 2016

Picking the Right Trustee- YES, It’s That Important! 
presented by Tisha Diffle, After the Fact – Final Affairs, LLC

Find out the best attributes your Successor Trustee or Personal Representative should have, and why it might not be a family member. Gain insight to how much work they really have to do after a death.

Time: 3:30 – 5:00 PM
Location: Sun City West Foundation, 14465 RH Johnson Blvd., Sun City West, AZ 85373