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Mon, May 22

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Cimarron Best Western Hotel

May Estate and Retirement Planning Educational Seminar

Get Your Ducks In A Row!

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Time & Location

May 22, 2023, 6:00 PM – 7:00 PM

Cimarron Best Western Hotel, 315 N Husband St, Stillwater, OK 74075, USA

Guests

About the event

The future is full of uncertainty however a plan for the future can help you sleep better at night and guide those your leave behind. Estate planning isn't a plan for the dead, its a plan for the living which is why having a plan is so important. A strong and intentional estate plan can either break a family apart or make a family stronger. Don't wait until its too late. James Murray has practiced law in Stillwater for almost 40 years and he will share stories on how not to do it!

Likewise, retirement planning helps you fuel your retirement dreams. A comprehensive retirement plan will help you stop worrying about running out of money and start living the life of dreams. With all the decisions one has to make leading up to retirement and then during retirement, having a plan lowers stress and increases peace of mind. Cody Murray, CFP©, bring his experience in accounting, insurance, and investment management to help folks see the big picture when planning for retirement. 

Come join James Murray, JD and Cody Murray, CFP© as they share their insights on estate plannning and retirement planning. You will leave better prepared for your future.

Questions to be answered:

What are the 3 legal documents everyone needs?

Do I need a Trust?

I have a blended family, how can an estate plan help me?

My elderly parents don't have a plan in place and I'm in charge, what should I do?

Will I run out of money in retirement?

I have investment accounts everywhere, what should I do?

When should I start taking social security income?

I have to take RMDs soon, whats the best way to take them?

What is the best way to manage taxes in retirement?

And more...

Schedule


  • 10 minutes

    Welcome

    Ponderosa Room

  • 20 minutes

    Retirement Planning

3 more items available

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