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You are invited to a FREE Estate and Financial Planning Workshop!  Join the Phoenix Children’s Hospital Ambassadors’ on Thursday, May 21, 2015, from 4:00 to 5:30 p.m. at the Phoenix Children’s Hospital for the first in a series of free Financial Planning Workshop.  The series starts with:

 Introduction to Estate, Financial & Tax Planning: What Every Family Should Know.

This workshop is presented by Jeffrey M. Manley, Esq. of May, Potenza, Baran & Gillespie, P.C. and Joseph I. McCabe, III, CPA, CFP of Vestpointe Wealth Management, LLC

Learn what financial and legal arrangements are needed for you and your family, including:

Charitable Gift Planning
Living Will & Powers of Attorney
Long-term and Disability Care
Providing for Special Needs Family Members
Creating a Family Legacy
Asset Protection
Saving for College
Retirement Planning
Managing Taxes and Investments
Business or Wealth Transfers to Family
Avoiding Estate or Inheritance Taxes

Space is Limited so register now!

Save the date for these upcoming workshops

*Times are subject to change and topics will vary for each workshop

FPW 1 rv400May 21, 2015
4:00pm to 5:30pm
PCH 2nd Floor Heart Center
Conference Room

Introduction to Estate, Financial & Tax Planning: What Every Family Should Know.
This workshop is presented by experts Jeffrey M. Manley, Esq. of May, Potenza, Baran & Gillespie, P.C. and Joseph I. McCabe, III, CPA, CFP of Vestpointe Wealth Management, LLC


August 26, 2015
4:00pm to 6:00pm
2nd Floor Heart Center
Conference Room


September 24, 2015
10:30am to 12:30pm
2nd Floor Heart Center
Conference Room


October 22, 2015
4:00pm to 6:00pm
Mel Cohen Center


November 10, 2015
10:30am to 12:30pm
4th Floor Heart Center
Conference Room

Details

Date:
May 21, 2015
Time:
4:00 pm - 5:30 pm
Event Tags:

Organizer

Brooke
Phone:
602-933-2662
Email:
legacygiving@phoenixchildrens.com

Venue

Phoenix Children’s Hospital
1919 E. Thomas Rd.
Phoenix, AZ 85018 United States
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