Page 1 - Van Wig & Associates, Alamitos Heights ~ January 2020 Issue

WELCOME TO 2020 & GETTING THE

MOST OUT OF YOUR RETIREMENT

AND HOME BENEFITS!

by Jane Whitten
W hen it comes
having
to
a
clear
picture
ALLISON VAN WIG of your financial picture
CA DRE #00985700 … knowledge is power.
Allison Van Wig & Cindy
CINDY HINDERBERGER Hinderberger of Van Wig

CA DRE #01902607 & Associates is offering
an opportunity to spend
562-754-8802 an evening learning how
to make the most of your

WWW.SUPERBROKER.COM investment money, of your
retirement, and your most
ALLISON@SUPERBROKER.COM valuable assets.

THINKING OF
DOWNSIZING? when your “children” turn 18, have all the plans in place to you, please Email Allison@
Hear Van Wig & Associates who are then considered an for your future and to achieve SuperBroker.com with
discuss how to best prepare your adult and are away at college, your lifetime goals. Seminar 2/20 in the subject
property in order to maximize traveling, or living far from line. She will then email you a
the value of your home.
home and they need urgent DO YOU HAVE INCOME confirmation. The post office
medical attention? There are PROPERTIES YOU WANT will then deliver your ticket
THINKING ABOUT
A TRUST? three documents that when TO SWITCH OUT OF? at the address you provided
Hear Deanny Lungu- utilized together, can ensure Phillip Atwan of Exchange in your email. You may also
Underwood Attorney and you are kept in the loop about Resources, Inc. will explain call Allison at 562-882-1581
local Estate Planner talk care and treatment. how you can avoid paying taxes to request a ticket. PLEASE
about how to use a Lifetime by using one of the six types of NOTE: Cutoff date to request a
Asset Protection Trust DOES YOUR FINANCIAL IRS approved exchanges. ticket is February 10, 2020.
(LAPT) to protect your loved PLAN HAVE YOU ON THE Event Venue is The Monte
ones’ inheritance. Plus, as a RIGHT TRACK? Come learn from the Verde S. Mark Taper Vista
parent, you are accustomed Trevor Ellis a Financial experts and make informed Lodge ~ 4626 N Shadeway
to managing the legal Advisor with North Western decisions about your finances Rd., Lakewood, CA 90713,
and medical affairs of your Mutual will guide you through for 2020! February 20, 2020. Hours:
children. But what happens the maze of making sure you 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 #22552

LAND OF
WOLFGANG
OUR
FRENCH
YOUR
PUCK
FLAIR
SOLD
PROPERTIES
TRAVEL
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