Page 1 - Van Wig & Associates Newsletter, Lakewood Village ~ January 2020 Issue

WELCOME TO 2020 & GETTING THE

MOST OUT OF YOUR RETIREMENT

AND HOME BENEFITS!

by Jane Whitten
W hen it comes
to
having
a
picture
clear
of your financial picture …
knowledge is power. Van
Wig & Associates is offering
an opportunity to spend
an evening learning how
to make the most of your
investment money, of your
retirement, and your most
valuable assets.
ALLISON VAN WIG
THINKING OF
CA DRE #00985700 DOWNSIZING?
562-882-1581 Hear Allison Van Wig of

WWW.SUPERBROKER.COM Van Wig & Associates discuss who are then considered an for your future and to achieve to you, please Email Allison@
how to best prepare your
with
SuperBroker.com
adult and are away at college, your lifetime goals.
ALLISON@SUPERBROKER.COM property in order to maximize traveling, or living far from Seminar 2/20 in the subject
the value of your home.
home and they need urgent DO YOU HAVE INCOME line. She will then email you a
medical attention? There are PROPERTIES YOU WANT confirmation. The post office
THINKING ABOUT three documents that when TO SWITCH OUT OF? will then deliver your ticket
A TRUST?
Hear Deanny Lungu- utilized together, can ensure Phillip Atwan of Exchange at the address you provided
Underwood Attorney and you are kept in the loop about Resources, Inc. will explain in your email. You may also
local Estate Planner talk care and treatment. how you can avoid paying taxes call Allison at 562-882-1581
about how to use a Lifetime by using one of the six types of to request a ticket. PLEASE
Asset Protection Trust DOES YOUR FINANCIAL IRS approved exchanges. NOTE: Cutoff date to request a
(LAPT) to protect your loved PLAN HAVE YOU ON THE ticket is February 10, 2020.
ones’ inheritance. Plus, as a RIGHT TRACK? Come learn from the Event Venue is The Monte
parent, you are accustomed Trevor Ellis a Financial experts and make informed Verde S. Mark Taper Vista
to managing the legal and Advisor with North Western decisions about your finances Lodge ~ 4626 N Shadeway
medical affairs of your Mutual will guide you through for 2020! Rd., Lakewood, CA 90713,
children. But what happens the maze of making sure you February 20, 2020. Hours:
when your “children” turn 18, have all the plans in place To receive a ticket mailed 6:00 to 8:00 p.m. n

PRESORTED STD U.S. POSTAGE PAID GREENFIELD, IN PERMIT NO. 67

Go to: www.LongBeachPrices.com

INSIDE THIS ISSUE - JANUARY 2020

Discover Publications, 6425 Busch Blvd. Columbus, OH 43229 MONEY DESIGN & DECOR RECIPE OF THE MONTH WATERFALLS SOLD! DP #22551

WOLFGANG
LAND OF
OUR
YOUR
FRENCH
FLAIR
PUCK
SOLD
PROPERTIES
TRAVEL
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