Key Life Decisions: Are You Prepared?
At Edward Jones, we believe education is an important part of achieving your goals. We also realize there is more to life than just financial goals. We want to help you prepare for the future. That’s why we’re excited to invite you to our upcoming program featuring our special guests.
1st Presentation: Preparing Your Estate Plan
Presented by Scott Price
Financial Planner from Edward Jones
2nd Presentation: Estate Planning
Presented by Kate Szurek,
Attorney from Skagit Law Group
3rd Presentation: Understanding Taxes
Presented by Dan Toomey,
CPA from Toomey & Toomey CPAs
4th Presentation: How to Prepare
Presented by David Lukov,
From Kerns Funeral Home
When: Tuesday, October 22
Where: The Conway Muse
18444 Spruce Street
Appetizers will be provided.
To reserve space for yourself and a guest at this educational seminar, please call Connie Moore at 360-466-2933 no later than Friday, October 18, 2019
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal
advice. Please consult your estate-planning attorney or qualified tax advisor regarding your situation.
Scott A Price www.edwardjones.com
Financial Advisor Member SIPC
708 E Morris Street, Suite C
PO Box 795
La Conner, WA 98257
MKD-6488E-A-A2 EXP 30 APR 2020 © 2018 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.