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SEMINARS
Education The Truth About Estate Planning Workshop
Texas License to Carry a Handgun Class Thursday, Sept. 14, 9:30 a.m., CCAN
Saturday, Sept. 16, 8 a.m. to 12:30 p.m., CCAN Hosted by The Wiewel Law Firm. Presented by:
with shooting at 2 p.m.
Hosted by Resident Ron Gaddy – NRA Pistol Instructor Brad Wiewel, JD, Board Certified, Estate Planning and Probate
Email: [email protected] Law, Texas Board of Legal Specialization
Purchase your $1 ticket online or at the Member Services Office.
This class will provide you with the information and certificate
to receive a Texas license to carry a handgun. Learn the truth about:
Please call Ron Gaddy 512-750-8877 to register for this class – Do out-of-state documents work in Texas?
and for information about basic pistol instruction. – Who will care for me if I can’t do it?
Texas D.P.S. Certified Instructor for C.H.L. – N.R.A Certified – Are trusts always better than wills?
Pistol Instructor – Remarriage – protecting your estate.
National Rifle Association Credentials: – Divorce-proofing your kids’ inheritance.
– Community property and new Texas residents.
Basic Pistol and Safety – Are death taxes dead?
Personal Protection in the Home – How to lawsuit protect your assets.
Personal Protection Outside the Home – Is your estate plan up-to-date?
Refuse to be a Victim
Range Safety Officer All meetings by appointment only.
For more information, call our Georgetown office at 512-869-1435.
Financial Principal office: Austin, Texas
Earning High Returns Consistently Outside Should I Put My Assets in My Kids’ Names?
of the Stock Market
Thursday, Sept. 14, 2 p.m., CCW
Wednesday, Sept. 13, 11:30 a.m., CCAN
and Hosted by Goodwater Wealth Management Group &
Friday, Sept. 29, 11:30 a.m., CCF Mindi Bozeman Zanowiak, Attorney at Law
Hosted by John Konakci from Stallion Capital Purchase your $1 ticket online or at the Member Services Office.
Management
It is not uncommon to hear for simplicity’s sake, to avoid probate, to
Purchase your $1 ticket online or at the Member Services Office. avoid problems if a nursing home is eventually needed, one should
A light lunch and drinks will be provided. put their kids’ names on their financial accounts and put any real
We typically work with individual investors who are looking for estate in their kids’ names. However, parents may unknowingly
a more secure way of protecting and growing their hard-earned create problems for themselves and their children. Potential pit-
wealth...without taking a lot of risks. falls include: shared liabilities, trust and responsibility misplaced,
They’re concerned about and frustrated with the volatility of death, divorce, transfer tax implications, and college aid.
the stock market. The following questions will be discussed:
They don’t want to worry about losing money in the market.
They’re looking for consistent returns, year after year. – Won’t this allow me to stay in a nursing home without my kids
Join us for a discussion to learn how to: having to sell everything?
– Earn 9% net returns consistently – What happens if a judgment is levied against the parent or
– Grow your wealth without the risks and volatility of the child?
stock market – What happens if a child handles an account carelessly and
– Receive quarterly income from your investments imprudently?
– Invest your cash and IRA funds
You must call to secure your seat and lunch. Call John Konakci – What happens when the parent dies?
at 512-270-2843. – What happens if a child predeceases a parent?
This is a no-cost, no-obligation event. – What happens if a child divorces?
– Are there any tax implications?
– What is the effect on college-aged grandchildren as they apply
for student aid or scholarships?
Greg Bowden, [email protected], 512-686-1080
Goodwater Wealth Management of Raymond James & Associates,
Inc., Member NYSE/SIPC
Raymond James is not affiliated with Mindi Bozeman Zanowiak
103 E. 8th St Georgetown, TX 78626
The Sun Rays does not endorse or promote any product or advice advertised. Verification of qualifications and current license
are the responsibility of persons seeking service.
64 | SUNRAYS SEPTEMBER 2017 ONLINE: SCTEXAS.ORG
