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Greater Atlanta Hadassah Associates and Huntcliff Summit Independent Living
to Hold Financial and Estate Planning Program
What: “Nuts & Bolts of Financial/Estate Planning – Preparing for 2011 in 2010
Speakers: 1) William (Bill) G. Loventhal III, CFP, CLU, ChFC, AEP – A financial advisor with the Northwestern Mutual Financial Network, Mr. Loventhal has represented Northwestern since 1971. His areas of expertise include personal and business needs analysis, retirement solutions, estate analysis, education funding, long term care and disability insurance.
2)Richard M. Morgan, Esq. – Mr. Morgan has been practicing law in Georgia since 1987 and founded the Alpharetta law firm of Morgan & DiSalvo P.C. in 1995. He specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.
Date and Time: Sunday, March 14 from 2:00–5:00pm
Where: Huntcliff Summit I
8592 Roswell Rd.
Sandy Springs, Ga. 30350
Cost: $10 per person; $15 per couple
RSVP: Must RSVP by March 8; no walk-ins. Make checks payable to Hadassah/Associates, and include phone number and e-mail address; mail to: Greater Atlanta Hadassah, 47 Perimeter Center East, Ste. 210, Atlanta, GA 30346. If paying by credit card, call the office at 678-443-2961. For more information, e-mail atlanta@hadassah.org.
Greater Atlanta Hadassah
47 Perimeter Center East
Atlanta, Georgia 30346