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April 2017

IRAs, 401ks, TSPs, Spouse’s and Kid’s Inheritance

April 6 @ 6:00 am - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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In this workshop you will discover why just using a beneficiary designation may lead for trouble for your kids or your spouse.  Discover how to extend the tax deferred benefits of an IRA, 401k or TSP.  Learn how to protect this asset from creditors and predators such as divorcing spouses.

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Legal Boot Camp for Social Workers

April 11 @ 10:15 am - 11:45 am
Embassy Suite in Norman, 2501 Conference Dr
Norman, OK 73069 United States
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Richard Winblad will be presenting at the Oklahoma Chapter of the National Association of Social Workers. Those attending the event will received Continuing Education Credits. Social workers often face legal obstacles or challenges when assisting clients.  These may include ability to disclose information and HIPAA releases. The worker may not know whether the individual acting on behalf of the client is legally authorized to do so.  Helping clients understand the choices in an advanced healthcare directive. Registration is required to…

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Need a speaker?  Please give me a call.  405.340.6554

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