ENJOY A COMPLIMENTARY DINNER WITH ESTATE PLANNING ATTORNEY PAUL MASON AND SOME OF HIS TRUSTED ADVISORS.

At these complimentary dinners, estate attorney Paul Mason will provide you with actionable information that you will be able to use for your own personal estate planning.

Homeowners, business owners, and anyone with assets owe it to themselves, and their family, to get honest facts on proper estate planning.

Many past attendees that already had a simple Will were astonished to learn that they are not as protected as they thought. Paul Mason’s Estate Planning Dinner will educate you on the legal and practical steps you should take to protect your assets, your wishes and the people that you love.

YOU WILL LEARN HOW TO…

  • Name a guardian for a minor child or grandchild
  • Avoid a long and expensive court process known as probate
  • Make your medical wishes known and ensure they are honored
  • Make sure the money you leave behind would be immediately and privately available to your family
  • Protect your spouse and children’s inheritance from creditors, predators, future divorces, and lawsuits
  • Leave behind more than just money and homes, but pass on a legacy

WEDNESDAY, MARCH 6, 2019, 6:00 PM – 8:00 PM

AMY DYESS

As an Edward Jones financial advisor, Amy believes it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney, and other professionals, Amy can help determine the most appropriate financial strategy for you and your family. She can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

VENUE

TILL KITCHEN

9633 Prominent Point
Colorado Springs, CO 80924

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THURSDAY, MARCH 14, 2019, 5:30 PM – 7:30 PM

ROGER ESQUIBEL

JORDAN LUSSIER

VENUE

Red Lobster

3306 N Elizabeth Street
Pueblo, CO 81008

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THURSDAY, MAY 9, 2019, 6:00 PM – 8:00 PM

Brady Pitt

BRADY PITT, AAMS®

As an Edward Jones financial advisor, Brady believes it’s essential to invest his time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so he can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, he can work with you to develop specific strategies to help you achieve your goals.

VENUE

BIAGGI’S
THE PROMENADE SHOPS IN BRIARGATE

1805 BRIARGATE PARKWAY
COLORADO SPRINGS, CO 80920

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