Tuesday, August 4, 2015



CLA Estate Planning Workshop

Wednesday, November 6 @ 9:30 am

CLA Estate Services is conducting a FREE workshop. Please call us at 1-866-252-8721 between 9am & 5pm CST to confirm attendance.

This workshop provides valuable information for seniors on securing one’s estate and retirement planning. You will receive a workbook and gain useful information you can act upon immediately regarding:

·      Pros and cons of wills and trust

·      How to avoid probate

·      Long term health care concerns

·      Tax reduction planning

CLA Estate Services is a firm devoted to assisting area residents in protecting their assets and ensuring their money lasts.  Our representatives have comprehensive knowledge of Estate planning issues that will help you avoid common and sometimes irreversible mistakes.

Information in this workshop comes from a wide range of sources.  For over twenty years we have been presenting concepts that come from clients, from attorneys, from financial planners, from government agencies, and a wide variety of private and public sources.  We hope the information presented will help you have a better understanding of your planning choices.

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