Estate Planning & Wealth Management Session

Event Details

Event Hosted By: Kansas City Tamil Sangam
WHEN : 10/19/2019 2:00 pm - 4:00 pm
Multiple Locations
In Event Details Overland Park KS

BYTE TALKS SERIES  ON 19/OCT/19

TOPIC

ØESTATE PLANNING & IMPORTANCE FOR US &  NON-US CITIZENS

BY CREATIVE PALNNING, INC.

https://creativeplanning.com/

ØWEALTH MANAGEMENT – BY MAZUMA CREDIT UNION https://www.mazuma.org/

DATE & TIME: 19/OCT/19 @ 2P.M. – 4P.M. CT

LOCATION: 7260 W 135th St, Overland Park, KS 66223

FREE EVENT WITH TEA/LIGHT SNACKS!!!

 

WHAT TO EXPECT:

üWhat is an estate plan and why do I need one?

üHow does a U.S. estate plan affect non-U.S. citizens?

üWhat if I don’t have an estate plan and something happens to me?

üDiscussion of jurisdiction of assets (i.e. U.S. or foreign based)

üDiscussion of the U.S. Estate Tax and how it affects non-U.S. citizens

üWealth management & Advisory

üSpecial discount on estate planning

RSVP & questions (if any) to committee@kctamilsangam.org

THIS EVENT IS OPEN FOR EVERYONE !!!

Type of Event: Hosted By: Kansas City Tamil Sangam

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