Monthly Q&A at the Carefree Office with West
with Special Guest Speakers from BMO Private Bank
Presenting on:
• The current state of the economy;
• Potential changes in the tax law; and
• Giving a financial market update.
West has also set aside this time allowing you to ask any questions that you might have, such as:
• What do I do with my digital assets?
• How does probate work and do I want to avoid it?
• What is the estate tax threshold?
• How does your Estate Plan and Financial Plan work together?
Tues, June 27th at 1:30pm at the Carefree Office: 7208 E Cave Creek Rd. Ste A, Carefree, AZ 85331 (Map)
To RSVP, click the REGISTER button below, or call 480.455.3693