Seminars and Events

 

Wills, Living Trusts & Retirement Planning

Tuesday, May 3, 2016 6:00-9:00pm
Thursday, May 5, 2016 6:00-9:00pm

The Homestead Steakhouse & Restaurant
205 Frank Timberlake Rd, Timberlake, NC 27583
 
During this seminar, Walker Lambe’s Jennifer Dalman and Investment Consultant Ryan Thomsen of Oak City Consulting will present information and be available for questions on a range of topics including:
  • Strategically achieving estate planning objectives
  • Minimizing risk and tax burdens
  • The key differences between wills and trusts
  • The growing importance of long-term care planning and funding sources

Attending the seminar also entitles you for a complimentary private estate planning consultation with Jennifer and a complimentary financial plan from Ryan.

You may register for this event by going to our RSVP website or calling 1-800-234-1815 and providing the event code #362225.