Monday, March 2, 2015

FREE Lunch & Learn Seminar on Estate Planning & Charitable Giving

Lynn A. Dean is one of three professionals presenting Thursday, April 16, 2015 during a lunch & learn seminar hosted by Captains David & Erin Kauffman of the Salvation Army, 2550 Alhambra Boulevard, Sacramento, CA.
  1. Lynn A. Dean, Estate Planning Attorney, The Law Office of Lynn A. Dean
  2. Scott Hanson, Financial Advisor, Hanson/McClain 
  3. Mitch McConkey, Gift Planner, The Salvation Army 
Topics: Estate Planning in Plain English - Benefits of a Living Trust - Helping children avoid "sudden-wealth syndrome" - Choosing the right options for your IRA and 401K - Using charitable gift planning to maximize your income and minimize your income taxes.

INVITE FAMILY & FRIENDS! SEATING IS LIMITED. RESERVATIONS ARE NECESSARY. call 888-214-8229 or e-mail: plan2give@usw.salvationarmy.org



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