Join Jon for a monthly estate planning Q&A
Guest Speaker: Ron Goldman, LMSW, LF, CMC with Arizona Elder Care LLC and Senior Support LLC
Ron will be presenting on:
• What is a Fiduciary?
• What roles do they play?
• Why use a Fiduciary.
• Costs Involved.
Jon will also cover any questions that you might have concerning your estate plan, such as:
What role does a trustee have in your planning?
Who should you choose to be your trustee?
What contact information should you keep with your estate plan?
Prescott Office (Map)
RSVP by filling in the form below, or email [email protected] or call (928) 778.2655 (from )

morristrust.com/seminars/43/estate-planning-qa-with-jon-and-guest-speaker/

• This event has passed.
  January 24, 2018 from 10:00 to 11:00 am

  January 24, 2018 10:00 to January 24, 2018 11:00
• MH Prescott Office
  115 South McCormick Street, Prescott, AZ

  Directions to event · Directions from event
• Contact Dan R. Morris for more information
  602-249-1328 or [email protected]
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