FREE Advance Planning Seminar

LEGAL TOOLS
Gary Jordan, Attorney at Law, will explain which legal tools can help protect your family. Powers of attorney, wills, trusts, and health care directives…which documents are appropriate for you?

KEEPING YOUR ASSETS SAFE THROUGH BANK ACCOUNTS AND SAFETY DEPOSIT BOXES
Marjorie Clark, Branch Manager at Plains Capital Bank, will discuss the different types of bank accounts offered as well as how to set up a safety deposit box correctly. She will also speak on the
different styles and options of ownership regarding bank accounts.

ADVANCE FUNERAL PLANNING
Melanie Carr, Prearrangement Specialist, will explore the question of how advance funeral planning can help protect our loved ones.
You will learn how to give your family peace of mind during the hardest days of their lives.