Estate Planning Workshop
Please Join Us!
Thursday, October 19th
2451 Atrium Way
Nashville, TN 37214
As part of our ongoing, continual commitment to help you as a valued client, Aull Wealth Team will be hosting a workshop to address Estate Planning. We encourage you to attend and invite your friends, family, colleagues, etc.
This workshop will be designed to help you complete:
- Basic will
- Power of attorney for financial affairs
- Advanced care plan (combination of living will and durable POA for healthcare)
Each document above will cost $75 per person
Trusts can also be prepared for an additional cost
There will be 20 minute time slots for each client with your financial advisor and then with the estate planning attorney. Please reserve your time now as there are only 25 available spots.
*Please RSVP to Ali Dearman by October 10th at (615) 391-2502 or email@example.com.
*The signing dates for the prepared documents will be on November 7th.
You (and your spouse) will also need to return on this date between 9:00am and 1:00pm.
Financial Advisors of RJFS are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
** The opinions and/or services of Amy Cross Nance are independent of Raymond James Financial Services.
2451 Atrium Way, Nashville, TN 37214 ● (615) 391-2912 ● Fax: (615) 391-2882
Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser.
Southwestern Investment Group is not a registered broker-dealer, and is independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC