Monthly Q&A with Dave – Get your questions answered!

Guest Speaker, Shelby Donley, Owner of Odyssey Travel: Ways that you can travel like a star, without a million dollar budget.

Dave will also be fielding estate planning questions you have, such as:

● Where should I keep my estate plan?
● Is there ever a circumstance when I should bring it on vacation?
● What are the pitfalls of adding a child to my account?
● Should my financial advisor communicate with my attorney?

Freedom Plaza (Map)

Friends, family and neighbors are welcome. Light Refreshments will be served.

RSVP by filling in the form below and submit, or email [email protected] or call (602) 249-1328. (from )

morristrust.com/seminars/23/estate-planning-qa-with-dave-w-guest-speaker/

• This event has passed.
  October 25, 2017 from 1:30 to 2:30 pm

  October 25, 2017 01:30 to October 25, 2017 02:30
• Freedom Plaza
  13373 North Plaza Del Rio Boulevard, Peoria, AZ

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