Page 1 - Van Wig & Associates Newsletter, Lakewood Edge ~ January 2020 Issue
P. 1

WELCOME TO 2020 & GETTING THE


                                                    MOST OUT OF YOUR RETIREMENT

                                                                     AND HOME BENEFITS!



                                                 by Jane Whitten
                                                 W          hen it comes
                                                                         a
                                                            to
                                                                having
                                                            clear
                                                                    picture
                                                 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








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                                                    Go to: www.LakewoodPrices.com





                                                             INSIDE THIS ISSUE - JANUARY 2020

         Discover Publications, 6425 Busch Blvd. Columbus, OH 43229  MONEY  DESIGN & DECOR   RECIPE OF THE MONTH     WATERFALLS          SOLD!              DP #22550










                                                                                                                      LAND OF
                                                        YOUR
                                                                                                                                              OUR
                                                                                               WOLFGANG
                                                                            FRENCH
                                                                             FLAIR
                                                                                                                                              SOLD
                                                                                                   PUCK
                                                                                                                                          PROPERTIES
                                                                                                                         TRAVEL
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