Public Invited to Free CSI Retirement Planning Seminar
The Times-News, Twin Falls, Idaho
April 28--TWIN FALLS -- The community is invited to a free public seminar on retirement planning from 5:30 to 7:30 p.m.May 7 at the Rick Allen Room in College of Southern Idaho'sHerrett Center for Arts and Science.
The seminar, sponsored by the CSI Foundation, will feature four southern Idaho retirement and investment experts. Rob Williams, a former deputy prosecuting attorney for Jerome County, specializes in real estate, business transactions, and estate planning as a partner in the Williams, Meservy, and Lothspeich law firm. David A. Turner is a vice president for U.S. Bank Private Client Group in Idaho, specializing in providing ideas to clients regarding all aspects of wealth management. Robert A. Wreggelsworth is also a vice president and trust relationship for U.S. Bank'sPrivate Client Group, administering and servicing trusts, estates, conservatorships, and investment management accounts. Larry Braga is a certified public accountant with specialties in trust administration, eldercare, and conservatorships for business and personal consultation since 1979.
After an overview of retirement planning by David Turner, attendees will be able to attend the breakout session of their choice: "Investments for retirement at any age," "Maximizing Social Security benefits" and "Tax and legal implications."
The seminar is free and open to the public. The CSI Foundation asks that you please RSVP to Tamara Harmon at 208-732-6249 or [email protected].
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(c)2015 The Times-News (Twin Falls, Idaho)
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