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Learn how the next four years may impact your investments.

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Tuesday, October 24, 2017
11:00 am - 1:00 pm

Simpson Meadows
101 Plaza Drive
Downingtown, PA

Be the Commander-in-Chief of Your Finances

“An investment in knowledge always pays the best interest.”
Benjamin Franklin

Join us for a special event and learn how upcoming legislation may affect your investments — so you can have the knowledge you need to make the right plan for your estate.

Tuesday, October 24, 2017
11:00 a.m.
101 Plaza Drive
Downingtown, PA 19335

Our guest speaker Paul Jervey, an Edward Jones financial advisor, will discuss the best ways to minimize inheritance and estate taxes in light of new changes. Take notes on what documents are important to have and how to concretely administer your plans. Done right, the act of estate planning, writing a personal will, and taking steps to protect your assets not only provides for future generations but may lessen your tax burdens.

After this enlightening presentation, you will have the opportunity to tour our beautiful campus and learn more about enjoying your retirement lifestyle on your terms at Simpson Meadows.

Lunch will be served.
Seating is limited so reserve your spot today.

RSVP below.


Bookings are closed for this event.