Q&A with Jon and Guest Speaker with Hosler Wealth Management – Prescott

from Dan R. Morris

Guest Speaker: Bruce Hosler, EA CFP, AIF of Hosler Wealth Management, LLC
Bruce will discuss the benefits of using IRAs as well as the unique differences between IRAs and other types of investments.
Jon will also cover any questions that you might have concerning your estate plan, such as:
• What is an IRA trust and do I need one?
• How should I list my beneficiaries in my IRA?
• What does the recent Supreme Court Ruling mean?
Prescott Office (Map)
RSVP by filling in the form below or email [email protected] or call (928) 778.2655. (from )

34.5412183
-112.4726807
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