|TOPIC:||Wills & College Planning|
|Speaker:||Loren P Winter, CFP®|
|Date & Time:||Tuesday, 12th January 2016 (7:00pm – 8:30pm)|
Do you want to be more confident in planning your future?
Speaker Loren P Winter, CFP® will hold a talk entitled Wills & College Planning where he will share his in depth knowledge and strategies regarding wills, trusts, life insurance, the cost of college, college saving plans, financial aid, saving strategies, and other important tax information.
Loren P Winter, CFP® is an Edward Jones financial advisor. He began his Edward Jones career in 2007 as a financial advisor in Kirkland, WA and became a limited partner in 2015. He believes it’s important to invest his time to understand what clients are working toward before they invest their money. Working closely with clients and their CPA, attorney and other professionals, Loren helps determine the most appropriate financial strategy for them and their family. He can also help with retirement savings strategy so that his clients have more options when they retire.
Image and bio courtesy of Loren P Winter.