Presenters Andy Wohlfarth with Evans Petree PC and Mitchell S. Everett with Waddell & Reed Financial Advisors will be speaking on the topics of Estate Planning and Making the Most of Social Security Benefits.
Join us for an educational workshop where we’ll focus on:
Social Security
- Changes to Social Security filing strategies resulting from the Bipartisan Budget Act of 2015
- How married couples can help enhance their combined benefits
- How the “do over” and “start, stop, restart” strategies work
- How to claim retroactive benefits as a lump sum
- The effect of remarriage on survivor benefits for widowed and divorced spouses
Estate Planning
- Planning for Incapacity
- Operation of a Will and Estate Administration
- Estate Tax Planning
- Income Tax Planning with Trusts, including Community Property Trusts
- Asset Protection Planning, including Investment Services Trusts and Joint Spousal Trusts
When
Thursday, April 21st
6:30pm-8:30pm (dinner will be served)
Where
Crescent Club
6075 Poplar Ave, Ste. 909
Memphis, TN 38119
Registration
This event is at no cost to our clients and friends, but pre-registration is required. Space is limited so please reserve as soon as possible. Please contact Rachel Silvers at rsilvers@www.evanspetree.com or 901.474.6106 to register or for more information. RSVP deadline is April 13th.
