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UTPA Foundation to host Estate Planning Seminars
Posted: 12/29/2003
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The University of Texas-Pan American Foundation will be hosting the 22nd Annual Estate Planning Seminars beginning January 11.

The seminars are held free of charge to help guide participants through the basics of estate planning in simple, non-technical language.

The basic training will help develop strategies to successfully maneuver through tax planning, investments, wills, living trust and the myriad other opportunities that can ensure you a successful retirement and an appropriate distribution of assets.

The UT Pan American Foundation has recruited several outstanding teams of professionals to lead our 2004 Life Planning Basic Training seminars series. This year's professionals include John Martin, CFP; Bill Martin, financial consultant; Mary Cummings, CSA; Earl Davidson, CFP; Bill Ellis, attorney; Morgan Talbot, attorney; Marlane Meyer; attorney; and Molly Thornberry, attorney.

This year's schedule is:

Sunday, Jan. 11 "Estate Planning for Everyone"12-3:30 p.m. John Martin, CFP and Bill Martin BUFFET LUNCH Financial Consultant, A.G. Edwards & Sons, Inc. Echo Hotel, 1903 S. Closner (Bus. 281), Edinburg

Sunday, Jan. 25 "Long-Term Care Planning Educational Seminar" 12-3:30 p.m. "Preplanning and crisis planning to meet long-term care expenses" BUFFET LUNCH Mary Cummings, CSA and Earl Davidson, CFP Echo Hotel, 1903 S. Closner (Bus. 281), Edinburg

Thursday, Jan. 29 "Economic Growth & the Tax Act of 2003 & You" 1:30-4 p.m. Bill Ellis, Attorney REFRESHMENTS McAllen Chamber of Commerce, 1200 Ash Ave.

Sunday, Feb. 1 "Estate Planning for Everyone" 12-3:30p.m. John Martin, CFP and Bill Martin, Financial Consultant, A.G. Edwards & Sons, Inc. BUFFET LUNCH Echo Hotel, 1903 S. Closner (Bus. 281), Edinburg

Thursday, Feb. 5 "Life Planning Tool Box" 1:30-4 p.m. Morgan Talbot, Attorney REFRESHMENTS McAllen Chamber of Commerce, 1200 Ash Ave.

Thursday, Feb. 12 "Legal Answers to your Estate Planning Questions" 1:30-4 p.m. Marlane Meyer & Molly Thornberry, Attorneys REFRESHMENTS McAllen Chamber of Commerce, 1200 Ash Ave.

Thursday, Feb. 26 "Advanced Estate Planning" 1:30-4 p.m. Bill Ellis & Morgan Talbot, Attorneys REFRESHMENTS McAllen Chamber of Commerce, 1200 Ash Ave.

For more information, contact the UTPA Foundation at 956/381-3361.

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