Next Workshop Date to Be Announced in January 2015.
Please Check Back.
9:30 – 11:30 AM
New Estate Planning Strategies for Same-Sex Couples with IRAs and Retirement Plans and Who Says You Can’t Control From the Grave? How Same-Sex Couples Can Use Trusts to Protect Their Families
1:00 – 3:00 PM
The Demise of DOMA: New Financial Planning Strategies for Pennsylvania Same-Sex Couples
3:15 – 3:45 PM
What’s a Better Investment Strategy: Active Investing or Passive Investing with Index Funds?
These workshops are FREE, but seating is limited. Refreshments will be served.
To attend our FREE workshops, call 412-521-2732 now while space is still available.
When you register you will receive two valuable bonus gifts—FREE!
Bonus #1: Attendees receive a FREE Advance Edition of Jim Lange’s newest book, Retire Secure! For Same-Sex Couples, a 146-page paperback.
Bonus #2: Attendees are eligible for a FREE Second Opinion Consultation with Jim. Value: $495.00.