Protecting What Matters Most to You!
Alert! Changes to tax benefits for life insurance plans and annuities will take effect Jan.1, 2017. You are invited to a complimentary seminar to learn how to minimize taxes on your estate, and how to take advantage of unique insurance solutions for peace of mind. Maximize the legacy you wish to create for your family or community.
October 27, 2016
Berwick House, 4062 Shelbourne Street
RSVP to Zillah at 250-220-7380 or by email: firstname.lastname@example.org by Oct. 20
Dynamic Keynote Presenter: Rhona Konnelly has over 30 years of insurance, financial and estate planning experience. For the discussion, Rhona will be joined by two professionals who have a combined history of over 50 years in estate and insurance planning: Barb McVagh and Barbara Armstrong.
Sponsored by Berwick Retirement Communities