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

At these complimentary estate planning dinner seminars, 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 Seminars 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.

THURSDAY, FEBRUARY 16th, 2023, 6:00 PM – 8:00 PM

Doug Dirksen Headshot
integro logo

DOUG DIRKSEN,  CFP®

Drawing from over a decade of industry experience, Doug works with clients to help ensure their values, vision, and goals are reflected in their financial lives. He does this by completing a comprehensive, proactive analysis of each client that encompasses everything from cash flow and investment management to risk tolerance, tax efficiency, and estate planning. He then uses this information to craft and implements a tailored financial plan for each client – one that is in step with their core values and allows them to confidently pursue the life they envision.

To best understand Doug’s advising philosophy, it’s important to note that “Integro” – of Integro Wealth Advisors – is Latin for “to renew, restore or make whole.” It’s in that spirit that Doug helps clients align their financial lives with their overall purpose and harmony. He makes it his mission to serve everyone from pre-retirees to women investors and business owners with honesty and integrity.

VENUE

Mason Law Free Estate Planning Dinner Seminars at Biaggis

Biaggi’s Ristrorante Italiano

1805 Briargate Parkway
Colorado Springs, CO 80920

THURSDAY, MARCH 9TH, 2023, 6:00 PM – 8:00 PM

Beth Walker
Carson Wealth Logo

BETH WALKER WEALTH ADVISOR

Beth adds value to her clients by providing coordinated advice, strategies, and solutions in a convenient, confidential and cost-effective manner. Whether you are a business owner, a professional, or the person tasked with making everyone else’s life work, your time is at a premium. Because you’re busy balancing competing priorities all day long, with little time to worry about “important” because everything is “urgent”, you need a family fiduciary – a trusted professional that is proactively working to meet your current lifestyle requirements while laying the foundation for the future you’ve imagined.

VENUE

Mason Law Free Estate Planning Dinner Seminars at Biaggis

Biaggi’s Ristrorante Italiano

1805 Briargate Parkway
Colorado Springs, CO 80920

THURSDAY, MARCH 16Th, 2023, 6:00 PM – 8:00 PM

Jerry Paulison Headshot
Edward Jones Financial Advisors that recommend Mason Law

JERRY PAULISON FINANCIAL ADVISOR

My name is Jerry Paulison and I first came to Colorado Springs to work for Edward Jones in 1994. Serving others to help them reach their dreams and goals is at my core. What does that mean with regard to investing? My vision is to offer world-class strategic planning services that help our clients give generously, retire with dignity, eliminate debt, save for college, assess risk and efficiently transfer wealth to the next generation.

My clients represent the full spectrum of humanity. Whether you are new to investing or an experienced investor who desires a seasoned set of eyes to review your accounts, I would be honored to be your point of contact. I appreciate the ability to work for a firm that encourages local community involvement and the ability to serve clients’ extended family and friends throughout the country.

VENUE

Mason Law free estate planning dinner seminars at Beasts and Brews.

Beasts & Brews

7 Spectrum Loop
Colorado Springs, CO 80921

THURSDAY, May 4Th, 2023, 6:00 PM – 8:00 PM

Willert Headshot
Edward Jones Financial Advisors that recommend Mason Law

BRANDON WILLERT CFP®, AAMS™

I entered the financial services industry because I wanted to help people and recognized a need for prudent, comprehensive, and objective advice. While I advise business owners and professionals, I focus on serving individuals and families with serious, long-term financial goals.

I am a graduate of the U.S. Air Force Academy, was on active duty for over seven years, and had tours stateside as well as overseas. Additionally, I received my MBA from Auburn University Montgomery. As a commitment to the profession and to better serve clients, I have earned the CFP® designation from the Certified Financial Planner Board of Standards Inc. and the AAMS® designation from the College for Financial Planning.

I am a Colorado native and grew up in Lafayette, CO. My wife, Nina, and I have three wonderful children. We call Black Forest home and enjoy mountain biking, the outdoors and equestrian activities. Additionally, we both serve our local church and enjoy fellowship with other members.

VENUE

Mason Law Free Estate Planning Dinner Seminars at Biaggis

Biaggi’s Ristorante Italiano

1805 Briargate Pkwy.
Colorado Springs, CO 80920