BREMERTON — Persons thinking about retiring and retirees themselves are invited to a free evening of all-around information to make their golden years financially bright.
Beginning at 5:30 p.m. Sept. 20 at the Sons of Norway lodge, several experts each will spend 15 minutes presenting general information on wills and trusts; taking advantage of upcoming tax trends; and preparing for family decisions that are made surrounding the death of loved ones.
The evening, titled, “Key Life Decisions: Are You Prepared?,” is expected to last about an hour and a half. It is for educational purposes only and is not intended to be a sales event, according to Teresa Bryant, financial adviser for the downtown Bremerton Edward Jones office, which is the host.
Besides Bryant, speakers will include Bremerton estate-planning attorney Kevin Cure, who will explain the difference between a will and trust, and how to successfully transfer wealth to beneficiaries that can include families or charities.
Cure will be followed by Certified Public Accountant Ward Scott, who will address upcoming changes in the tax law and how they may affect estate-planning.
Last, Lynn Fermstead, director of family services at Lewis Funeral Chapel of Bremerton, will review options about the final disposition of loved ones, a topic many families find difficult to address alone. She also will review financial decisions grieving families face that might have been dealt with earlier.
The blue-and-white lodge is at 1018 18th St., between Olympic College and the Warren Avenue bridge. Refreshments and light snacks will be served. To reserve space, call the Edward Jones office at 360-373-1263.
