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SEMINARS
Educational is right for you.
• Understand the value of balancing taxable with tax-free
Texas license to carry a handgun class
income in retirement.
Saturday, Feb. 20, 8 a.m. - 12:30 p.m., CCAN with shoot- • Take full advantage of all the benefits of a Roth conversion
ing @ 2:30 p.m.
while avoiding common pitfalls.
Hosted by: Resident Ron Gaddy @ rongaddy22@ For more information please call 512-527-9900, ext. #10, Denise.
gmail.com – NRA Pistol Instructor Jim will not receive any compensation for this event. There is
no obligation for attending.
This class will provide you with the information and certificate
to receive a Texas license to carry a handgun. Advisor office located at 4131 Spicewood Springs Rd, Suite
I-5, Austin TX 78759.Brokerage, investment and financial
Please call Ron Gaddy 512-750-8877 to register for this class advisory services are made available through Ameriprise
and for information about basic pistol instruction. Financial Services, Inc. Member FINRA and SIPC. © 2013
Ameriprise Financial, Inc. All rights reserved.
Texas D.P.S. Certified Instructor for C.H.L. - N.R.A Certified
Pistol Instructor Estate planning basics & IRA/401K seminar
National Rifle Association Credentials: Tuesday, Feb. 16, 10 a.m., CCAN
• Basic Pistol and Safety
• Personal Protection in the Home Hosted by: The Greening Law Firm
• Personal Protection Outside the Home Purchase your $1 ticket online or at the Member Services Office.
• Refuse to be a Victim
• Range Safety Officer 10:30-11:30 a.m.: Estate Planning Basics – Wills, Trusts, and
Probate
Financial 11:30 a.m.-noon: IRA/401K – Five Beneficiary Options, Includ-
ing Retirement Fund Trusts
The truth about estate planning workshop Presented by Ron Greening of The Greening Law Firm, P.C.
Our practice is limited to Estate Planning, Probate, Trust
Thursday, Feb. 11, 9:30 a.m., CCAN Administration, and Medicaid Planning
You are invited to join us to learn more about:
Hosted by: The Wiewel Law Firm
Purchase your $1 ticket online or at the Member Services Office. • Living Trusts - a powerful estate planning tool
• Wills - uses and misconceptions
Presented by Brad Wiewel, JD, Board Certified, Estate Plan- • Probate - what it is, how it works, and how to avoid it
ning and Probate Law, Texas Board of Legal Specialization; and • Protecting your assets while reducing death taxes, attor-
Doug Paul, JD, MBA, Director of Advanced Planning Strategies
at The Wiewel Law Firm. ney’s fees, and other costs
• Living Wills and Powers of Attorney
Learn the truth about: • Five options you have for IRA/401K beneficiary: advantages
• Who will care for me if I can’t do it? and disadvantages of each
• Are trusts always better than wills? • Estate planning for IRAs and life insurance proceeds
• Do out-of-state documents work in Texas?
• Remarriage - protecting your estate Attendees will receive a “Texas Estate Planning Basics” book
• Divorce-proofing your kids’ inheritance and the opportunity for a complimentary private consultation
• Community property and new Texas residents with attorney Ron Greening concerning their planning at our
• Are death taxes dead? Georgetown office, 1601 Williams Drive at Rivery Blvd.
• How to lawsuit-protect your assets
• Is your estate plan up-to-date? Mr. Greening will bring fresh-brewed Starbucks coffee and
We look forward to seeing you there. For more information, fresh-baked gourmet cookies.
call our Georgetown office at 512-869-1435.
Please call us at (512)931-0888 for more information.
Why a Roth IRA, Why Now?
www.greeninglawfirm.com
Friday, Feb. 12, 2:30 p.m. CCW
Hosted and presented by: Jim Bailey, CFP®
Purchase your $1 ticket online or at the Member Services Office.
Jim is an Ameriprise Platinum Financial Services® Practice
financial advisor with 26 years of experience.
Can a Roth IRA help you be prepared for a confident retirement?
Find out which factors to consider before choosing a Roth Con-
version. This seminar will help you:
• Cut through the clutter and decide if a Roth conversion
68 | SUNRAYS FEBRUARY 2016 ONLINE: SCTEXAS.ORG
