The Denver Chapter Presents
Monday, March 24, 2014
7 PM - 8:45 PM
Getting Your Ducks in a Row
Speaker: Garrett Anderson, Esq.
As investors, we spend most of our lives accumulating but in many cases without paying attention to having the proper structures for the inevitable distribution/gifting/inheritance phase. How we title and hold assets and how our wills and trusts are constructed, can make a huge difference in what goes to the people and causes we favor. One size does not fit all! If we don't set things up properly, it's like donating a huge chunk of our hard-gotten gains to Uncle Sam. Preventing this takes planning and in some cases periodic action while there is still time. This presentation will focus on necessary and prudent steps for preservation and maximization of your assets -- Getting Your Ducks in a Row. Some similar material at free-dinner environments comes with the heavy pressure to make follow-up appointments. There will be none of that at this AAII program! Why not invite a friend to show them some of our benefits and value?
Garrett Anderson, Esq. earned his Bachelor's degree from New Mexico State University where his double major included economics. He then was awarded a Juris Doctor degree by Creighton University in Omaha. After several years in private practice, he joined The Hughes Law Firm in 2007. Garrett specializes in financial planning, bringing a wide understanding of available tools and structures to meet the specific and unique situations of individuals and families for wealth preservation and legacy plans. His firm, serving Colorado for 40 years, has been selected to provide regular seminars for clients of a major metro-Denver credit union network.
Pricing Fee is $8 per person IF POSTMARKED by March 17, but $15 if postmarked later -- or at the door, space permitting.
1580 Yarrow Street, one block NW of Colfax & Wadsworth intersection
Time Registration, light refreshments/social time: 6:20-7PM. Program including Q&A: 7:00-8:45PM
CLICK HERE FOR REGISTRATION FORM