MILLERSVILLE, Md., Aug. 18, 2011 — Your advisor, CPA, attorney and insurance agent can make for a dynamic combination. All the professionals involved share the belief that putting together a comprehensive estate plan requires much more than creating documents. It is the integration of sound legal documents with a financial plan that ensures peace of mind and security in years to come.
On Thursday, October 13th, join Retirement Planning Services, The Sinclair Prosser Law Firm, Gary Heldt of Small Business Advisors and Mike Thomas of Lighthouse Insurance for a FREE seminar on financial planning, estate planning, taxes and insurance. The event will take place at Crofton Country Club and will begin at 6:00pm.
Everyone would like a simple solution to life's concerns or problems. Unfortunately for many people the dynamics of family, health issues and insurance and the complexities of taxes and business succession makes this a dream rather than a reality. However, there is a way to make these complications much simpler. Today, many households realize the importance of a working relationship with professional advisors, such as a lawyer, financial planner and accountant.
For more information or to register, call Retirement Planning Services at (443) 308-5200.
Contact:
Tara Grier
Director of Marketing
(443) 308-5200
# # #