Wills, Trusts
& Retirement Planning
Hosted by Pinnacle Investment Advisors, LLC
Plan with Confidence: A Public Event with Pinnacle Investment Advisors
Join us for a complimentary Workshop and Learn How Enhanced Planning Can Help Protect What You Care About Most
WHAT YOU'LL LEARN: How to protect your IRAs and retirement plans. How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government and medical claims. Why a Will does not avoid cost and time consuming Probate Court. If there are other advantages of revocable living trusts. If a living trust is the only document I need to handle my estate. How to avoid accidently disinheriting your heirs. Changes to Tax INCREASES in 2025. Plus much, much more!
THINGS TO NOTE: Registration starts at 5:30PM and we will begin promptly at 6PM. We do not accept late arrivals. No agents or advisors permitted. Please bring your partner/spouse. This seminar is very important to you and your family. Complimentary refreshments will be provided.
* required
Steve Temple
Steve Temple is an investment advisor with 28 years' experience. He successfully completed the Series 65 Securities Law Exam and operates within the capacity as a fiduciary when advising his clients. Steve utilizes a consultative approach when working with clients and compares various alternatives to determine which will provide the outcome they desire. Steve will always work in the best interest of his clients.
Our goal is for our clients to see value in adding PIA to their team as we provide state-of-the-art systems and a process that allows the client to compare alternatives to which strategy will provide them with the most desired outcome.