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, AUGUST 21, 2019, 6:00 PM – 7:30 PM

Matt Surma, AAMS®

MATT SURMA, AAMS®

As an Edward Jones financial advisor, I believe it’s important to invest my 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 we 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, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

VENUE

Marigold Café & Bakery

4605 Centennial Blvd
Colorado Springs, CO 80919

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THURSDAY, AUGUST 22, 2019, 6:00 PM – 7:30 PM

PJ Musilli

PJ MUSILLI

As a lifelong coach, I know how to partner with you to help you set and reach your goals. By using an established process and working as a team with your CPA, attorney and other professionals, I educate you on how to plan for and achieve the financial goals that are most important to you and your family. Whether it’s creating a plan for retirement, saving for a child or grandchild’s education, or other long-term aspirations, I love assisting people as they turn their hopes and dreams into reality.

VENUE

BIAGGI’S
THE PROMENADE SHOPS IN BRIARGATE

1805 BRIARGATE PARKWAY
COLORADO SPRINGS, CO 80920

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