Ten Gruesome Estate Planning Mistakes Clients Typically Make
Our speaker will address Estate Planning Mistakes like
- Having an "I Love You" Will
- Missing Income Tax Savings Opportunities
- Paying a Lawyer to Fill Out Forms
- Not Having a Current and Thorough Financial Power of Attorney
Join us for this informative session and find out what other gruesome mistakes are being made in Estate Planning.
Wednesday,
April 11th, 2018
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
Members $15 / Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits for FPA Members
RSVP to Gerry Oldenski by Friday,
April 6, 2018 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
David I. Karp
A Tucson community member since 1999, David I. Karp earned a J.D. from the University of Arizona James E. Rogers College of Law in 2009 (cum laude) and earned a B.S.E. in Industrial and Operations Engineering from the University of Michigan in 1991. He is admitted to practice law in Arizona and is a member of the State Bar of Arizona, WealthCounsel and ElderCounsel. He also leads a monthly study group for financial advisors, life insurance agents, and accountants. In between his college and law school years, Dave worked as a civilian for the U.S. Navy and as a local business consultant and cared for his infant son for two years. Dave is married to a Tucson urologist and has two children. His daughter, Adina will turn 21 in two days (April 13) and is a junior at U of A majoring in Education and Leadership. Corey will turn 17 next month and is a junior at UHS. He is an aspiring Broadway performer and competitive dancer.
Dave serves on the Jewish Community Foundation of Southern Arizona's Professional Advisory Group and has served on its Grants Oversight Committee and Grants Deliberation Committee, He is also a member of the Tucson Foothills Club, which raises money for children's charities in Tucson.
Dave is an avid reader and a big Michigan sports fan, but mostly enjoys spending time with his wife and two children.
