How to Plan Your Exit with Attorney Jeremy L. Pryor

This is a past event

11 people went

Vinny's Italian Grill and Pizzeria

11105 Leavells Rd · Fredericksburg, va

How to find us

We will be meeting in the dining room to the right.

Location image of event venue

Details

The best way to learn is to surround yourself with successful people! That is our plan. Whether you have been investing for years or just starting out, there is always something we can learn.

HOW TO PLAN YOUR ESTATE

This presentation will walk you through the estate planning process. You will learn how wills, powers of attorney, advanced medical directives, and trusts are used in basic estate planning, as well as some insightful considerations for transferring retirement accounts and investments. Jeremy L. Pryor, an attorney with the law firm of Carrell Blanton Ferris & Associates, PLC will cover different methods you can use to avoid probate and simplify the estate administration process and how it relates to investing. This will be an engaging presentation so come with your questions!

5:30- 5:45 pm Food and Networking!
This is the time to chat for a bit and order food & drinks if you like. You are responsible for your own check so make sure you pay before leaving.

5:45 pm Lightening Introductions!
We will start with a round table introduction of who you are and your investing Niche. Make it fast so we can hear from everyone.

6:00 pm Local Success Spotlight!
Hear the success of a fellow investor from out group that is just like you.

6:15 pm Local Market Update with Real Estate Experts, Rick Banez and Anna Jenkins

Voice your Needs and Wants. I need an electrician, lender etc.

6:30 pm We will hear from our guest speaker.

Property Pitch. Let us know if you have anything available or good deals you want to share.

Open Discussion and Networking. Let us brain storm about issues that may be stopping your growth.

Meetings are $10 per person or free with the yearly $70 membership. Pay online or pay at the door.