Estate Planning: Fulfilling Your Legacy

We invite you to attend our client seminar to hear Attorney Jennifer Carlson.

You may attend either the 2:00 pm session or the 7:00 pm session on Tuesday, May 14 at our offices at 533 S. Main St. in Council Bluffs.

Mrs. Carlson will be addressing the following topics in this seminar:

  • The importance of estate planning and what can go wrong when one does not have an estate plan
  • Decisions whether to have a will or trust
  • Tax issues in estate planning
  • How to use your estate plan to leave a legacy for your loved ones or for charity.

Our client events are provided for your education as well as for you to invite your friends and family members to come along with you.

RSVP by calling our office at 712-256-4856.

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Dickinson Investment Advisors - Council Bluffs, IA
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