KENEDY – Objective, unbiased financial and estate planning advice is vital when making decisions on what to do with personal wealth, said an Texas AgriLife Extension Service expert in Karnes County.
“To help people understand tax, legal, asset protection and other financial implications, AgriLife Extension and Johnson Bender and Company, a wealth management company located in Houston, will present a Financial Planning Seminar for people in and around Karnes County,” said Meredith Carter, AgriLife Extension agent for family and consumer sciences.
The seminar will take place from 8:30 – 11:30 a.m. May 9 at the Kenedy City Hall Auditorium, 303 W. Main St. in Kenedy. Topics covered will include estate planning, investment planning, lessening your tax burden, multi-generational planning and working with financial professionals. The cost is $15 and the deadline to register is May 7.
“Many people in Karnes nearby counties have benefited financially by the oil and gas boom,” Carter said. “And while the seminar will address ‘suddenly wealthy’ individuals, it is open to the general public in order for others needing financial planning information may also attend and benefit from it.”
Carter said protecting assets is crucial during at this time in order to help prepare for next year.
“Soon after filing an income tax return is a good time to evaluate which financial strategies are working for you and which may need to be re-evaluated or changed,” she said.
Carter said attendees are encouraged to preregister online at http://agriliferegister.tamu.edu and entering “financial planning” in the keyword field. Attendees may also preregister by calling the AgriLife Extension office in Karnes County at 830-780-3906.
“This is a great opportunity to get objective information and advice from financial professionals at a nominal cost,” Carter said.
For more seminar information, contact Carter at 830-780-3906 or firstname.lastname@example.org.