Monthly Q&A at the Carefree Office with West

with Special Guest Speakers from BMO Private Bank

Presenting on:
• The current state of the economy;
• Potential changes in the tax law; and
• Giving a financial market update.

West has also set aside this time allowing you to ask any questions that you might have, such as:
• What do I do with my digital assets?
• How does probate work and do I want to avoid it?
• What is the estate tax threshold?
• How does your Estate Plan and Financial Plan work together?

Tues, June 27th at 1:30pm at the Carefree Office: 7208 E Cave Creek Rd. Ste A, Carefree, AZ 85331 (Map)
To RSVP, click the REGISTER button below, or call 480.455.3693 (from )

morristrust.com/evrplus_registration-2/?action=evrplusegister&event_id=291

• This event has passed.
  June 27, 2017 from 1:30 to 2:30 pm

  June 27, 2017 01:30 to June 27, 2017 02:30
• MH Carefree Office
  7208 East Cave Creek Road, Cave Creek, AZ

  Directions to event · Directions from event
• Contact Dan R. Morris for more information
  602-249-1328
  
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