Details for Investment Management Associates - Ad from 2020-09-14

Learn These
Secrets of Estate
Presentation Agenda

• Welcome

10 Minutes

Concepts and Definitions
• 5 ways to avoid probate (Which are all FREE!)

15 Minutes

Wills & Trusts
• How living trusts work
• Types of wills and trusts

10 Minutes

15 Minutes
• How tax laws may affect you
• How to avoid being taxed on Social Security
• How to pass retirement assets to heirs tax-free
• How to reduce/eliminate estate/inheritance taxes
Nursing Home Attachment
• Ways to protect your home/real estate
from nursing home attachment
• Nursing home it necessary?

20 Minutes

Wrap Up
• Questions and answers

10 Minutes

* Complimentary refreshments will be served prior to presentation.

Very Limited Seating or later Web Access available
Reserve at (800) 960-7657 (24 hours)
by Wednesday, Sept. 16, 2020

Thursday, Sept. 17
2:00 – 3:30 pm or
7:00 – 8:30 pm

29 Pines/Sleep Inn & Suites
5872 33rd Ave • E
Eau Claire, WI 54703

Masks and
social distancingg

Featured Speaker

Chris Hasenberg

431 E. Clairemont Ave, Suite A
Eau Claire, WI 54701
(715) 839-6566

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately
owned and other entities and/or marketing names, products or services referenced here are independent of RAA. IMA: (715) 839-1006


Welcome to the discussion.

Keep it Clean. Please avoid obscene, vulgar, lewd, racist or sexually-oriented language.
Don't Threaten. Threats of harming another person will not be tolerated.
Be Truthful. Don't knowingly lie about anyone or anything.
Be Nice. No racism, sexism or any sort of -ism that is degrading to another person.
Be Proactive. Use the 'Report' link on each comment to let us know of abusive posts.
Share with Us. We'd love to hear eyewitness accounts, the history behind an article.