Q&A with Jon and Guest Speaker with Hosler Wealth Management – Prescott
from Dan R. MorrisGuest 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 )
morristrust.com/seminars/69/qa-with-jon-and-guest-speaker-with-hosler-wealth-management-prescott/
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This event has passed.
March 29, 2018 from 10:00 to 11:00 amMarch 29, 2018 10:00 to March 29, 2018 11:00 -
MH Prescott Office
115 South McCormick Street, Prescott, AZ -
Contact Dan R. Morris for more information
602-249-1328
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