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Chapter 23 Meeting & Presentation
ESTATE PLANNING: Robert Reece, Legacy Estate Services, Inc
Date: Tuesday, July 9th, 2019
Time: 5:30 PM: Please arrive on time so we can get everyone registered by 5:45 PM. Event starts at 5:45 PM “Sharp”
3200 Temple School Road
Winston Salem, NC 27107
Plant Host: Paul Sheehy, Scott Swaim
Topics to be covered:
1. Why we need an estate plan?
2. How to avoid unnecessary expense, time and complication
3. Dealing with tech assets
4. Protecting heirs from themselves
5. Dealing with pets in an estate plan
6. Common mistakes & how to fix them
PPE: Not required.
Cost: $20.00 admission each (Limited to 26 - RSVP required)
RSVP: Ronnie Overton firstname.lastname@example.org and Eric Eley at email@example.com.
Reservations by 5:00 PM on Wednesday, July 3rd , 2019.
Tuesday, July 9, 2019, 5:30 PM until 8:00 PM
3200 Temple School Rd.
Winston-Salem, NC 27107
Chapter 23 Events
is not Required