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Preparing Your Estate Plan

It's a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come. Attend our Preparing Your Estate Plan presentation and you'll learn more about:
. What to consider when creating your will
. The benefits of trusts in estate planning
. How to help reduce taxes on your estate
. How insurance can help protect your family. We hope you will join us.

Social Security: Your Questions Answered

Do You Have Social
Security Questions?
Join us for our presentation Social Security:
Your Questions Answered. We'll discuss:
. How does Social Security fit into my retirement
income plan?
. When should I start taking benefits?
. What about taxes?
You're Invited
Member SIPC
Edward Jones, its employees and financial advisors cannot provide tax
or legal advice. Please consult your attorney or qualified tax advisor
regarding your situation.

We hope you and a guest will join us. Please call
Megan at (859) 223-4471 or email
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