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Methodist ElderCare Services and Edward Jones Partner for Free Estate...
Methodist ElderCare Services and Edward Jones Partner for Free Estate Planning Seminar
February 11, 2012 Elderly Care news in Columbus,Ohio, United States of America
Methodist ElderCare Services announces part one of a four-part seminar series called Lasting Legacy. The seminar is free and presented in coordination with Edward Jones, Westerville, OH.
FOR IMMEDIATE RELEASE
Columbus,
Ohio,
United States of America
(Free-Press-Release.com) February 11, 2012 --
REYNOLDSBURG, OH – February 10, 2012 – Methodist ElderCare Services announces part one of a four-part seminar series called Lasting Legacy. The seminar is free and presented in coordination with Edward Jones, Westerville, OH.
Monday, February 27 at 7-8 pm
Wesley Glen Retirement Community
5155 N. High Street
Columbus, OH 43214
Local Edward Jones financial expert, Tim Bullock, CFP®, AAMS®, will present simple, practical ways to preserve wealth, protect assets and prepare estate plans. Topics include:
• 5 steps to financial success
• Estate planning
• Wills
• Trusts
• Insurance plans
“Getting your financial affairs in order is one of the most important things you can do to make sure your family and assets are sustained and protected,” commented Jill Easterling, Executive Director of Development at Methodist ElderCare Services. “We are happy to offer this seminar, in partnership with Edward Jones, to help navigate these important issues” she continued.
Call Heidi Perry at (614) 501-1452 or email hperry@mecsrc.com to reserve a seat. Light refreshments will be served. Space is limited to the first 100 registrants.
Event sponsored by Wesley Glen Family Council and Methodist ElderCare Services Development Office.
About the Presenter
Tim Bullock, CFP®, AAMS®, has been an Edward Jones financial advisor since 1992. Mr. Bullock has a Computer Science degree from The Ohio State University and a Bachelor of Science degree in Applied Communications from Franklin University. Mr. Bullock is involved with Rotary Club of Westerville and the local Chamber of Commerce. He and his wife, Audrey, have two children; a 10 year-old son named Lincoln and a 6 year-old daughter named Reagan.
About Methodist ElderCare Services
Methodist ElderCare Services is an affiliate of the West Ohio Conference of The United Methodist Church that provides quality housing, health care and services for seniors in Central Ohio. Incorporated in 1967, Methodist ElderCare Services continues to be a not-for-profit Ohio corporation that seeks to understand and meet the unmet needs of older people in Central Ohio. For additional information call (614) 396-4990 or visit www.methodisteldercare.org.
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