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October 2014 Chapter Meeting PDF Print E-mail
Written by David Johnston   
Sunday, 20 July 2014 08:35

Trusts and Estate Planning

Presented By: Tim Nordgren, Attorney at Law, McPherson, Rocamora, Nicholson & Nordgren, PLLC

Saturday, October 11th at 10:00 AM.  $5 at the door.  No Advanced Reservations

Tim will provide an update on Estate Planning with emphasis on the Power of Attorney, and Revocable Living Trusts.

Attend This Meeting and Learn:

  • Steps to transfer decision making/financial management

  • Advantages of a Revocable Living Trust

  • Important documents to safe keep

About Our Speaker

Tim grew up in Winnetka Illinois, and attended undergraduate school at the University of Iowa where he graduated with distinction with a B.B.A. in Finance in 1991. Tim received his law degree from the University of North Carolina at Chapel Hill in 1994, and began his legal career in Memphis, Tennessee. Tim returned to North Carolina in 1998, and joined the firm on McPherson, Rocamora, Nicholson and Nordgren, PLLC in 2009. Tim is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate Law.

 

Last Updated on Sunday, 20 July 2014 08:54
 
Meeting Places PDF Print E-mail
Kirk of Kildaire

Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511
-- off Kildaire Farm Rd between Cary Parkway & Maynard Rd.

Monthly Meeting -2nd Saturday 10:00 AM - Kirk of Kildaire - $5 per person for everyone

Income Investing Group - 1st Saturday 9:30 AM - Panera Bread - No charge

Portfolio Management Group - 3nd Saturday 9:30 AM - Panera Bread - No charge

Options Group - 4th Saturday 9:30 AM - Panera Bread - No Charge


Best check this web site for any late-breaking changes or responses to weather events. Better still: join our email notify to which we send meeting reminders and any last minute changes on schedule or location (occasionally the room is pre-empted by the church).

Kirk of Kildaire
, 200 High Meadow Dr, http://www.kirkofkildaire.org/gen/whereiskirk.htm, a westward turn off Kildaire Farm Road, on the stretch between SE Maynard Road north of High Meadow Dr and SE Cary Parkway south of it. Choosing a route depends on your knowledge of the layout of Cary. For those coming from US 1, the simplest route is via SE Cary Parkway. For a map: http://maps.google.com/ and search for 200 High Meadow Dr Cary NC.


Panera Bread, 7840 Alexander Promenade Place, across from Brier Creek Mall in West Raleigh, http://www.urbanspoon.com/r/25/1422214/restaurant/Brier-Creek/Panera-Bread-Raleigh.  (From I-540, exit at US 70 West (toward Durham).  Get in the far right lane.  At the traffic light, Brier Creek Parkway, turn right.  Go about 50 yards and turn right into the shopping center. Turn left before very first set of stores, go to the end.  Panera Bread is on the right at the end of the bay of stores.)

Last Updated on Saturday, 12 April 2014 13:37
 
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