When

Tuesday November 12, 2013 from 5:30 PM to 6:30 PM PST
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Where

Hyatt Place Reno 
1790 E. Plumb Lane
Reno, NV 89502  

 
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Legacy Planning 

Now that we are getting closer to the end of the year and the holidays are right around the corner. What better time than now to talk about your legacy plan. Although estate planning can be complex, being well-informed can make a big difference in what is left for your loved ones.

Here are some questions to ask:

  • When was the last time your trust was reviewed?
  • Are your beneficiary designation forms set up correctly?
  • Does your estate plan contain unintended bear traps?
  • Have you inadvertently disinherited some of your heirs?
  • If you become incapacitated, will your spouse have access to your estate?
  • There are 441 new tax laws, are you ready?
  • The U.S. treasury has a plan for your IRA & your 401(k), do you?

Join us on Tuesday,  November 12 at 5:30 p.m. for this informative event as we cover answers to some of  these questions, and we go over some common, unintended estate planning pitfalls or mistakes and how to avoid them.

Your Speaker

 Christopher K. Abts, is the President of Cornerstone Retirement Group, a Chris Abtscompany specializing in comprehensive retirement planning strategies for individuals, business owners, and professionals. He primarily focuses in retirement planning, wealth preservation and estate planning and has helped hundreds of clients prepare for retirement through his proprietary planning process.

Chris is a Registered Investment Advisor, licensed insurance agent, and holds a Series 65. He is a Chartered Retirement Planning Counselor through the College for Financial Planning, a Certified Estate Planner through the National Institute of Estate Planning and he is a member of the National Association of Insurance and Financial Advisors.

Chris is the author of Redefining Retirement and routinely sought after by national and local media. As a financial guest commentator, he has appeared on CNBC, Fox News, The Wall Street Journal, Smart Money Magazine, Yahoo Finance, and TheStreet.com. Chris is regularly featured on Channel 2 News Money Watch and on 107.3 Ask the Experts as the Financial Expert. Senior Market Advisor Magazine named him one of the Top 5 Retirement advisors in the nation.

Chris, his wife Julia, and their three children reside in Reno, Nevada.