Rick Fenelli – March 3, 2017



with Rick Fenelli, Attorney at Law


How to Make Sure YOU Decide Where Your Money Goes


Friday March 3, 2017

Three Workshop Times Available all on the Eastside


8:00 AM – Breakfast

12:00 Noon – Lunch

5:00 PM – Light Snacks


This 90 minute workshop is based on the book written by Rick Fenelli – “The Financial Problem Solver” and is for everyone. Rick brings his many years of experience to help you better understand how to set up the right estate plan. Planning using the right tools will reduce taxes and probate fees. Planning also includes how to control how the money you leave to others is used in the way you want. Planning gives you control. And with the proper planning you also will have control over your end of life decisions.


Rick has settled over 500 Estates giving him a unique perspective. He has seen the benefits of good planning and the losses (financial and personal) associated with neglected planning.


It is our pleasure to bring Rick up from Southern California to deliver this timely planning workshop. It has been designed for the Advisor and Your Clients and Friends. The cost is:


Advisor – $100

Clients of Advisors – $25

Couples – $35


Please share any of this information with your clients that need to come to this workshop. And please direct any questions to me. The arrangements for the specific locations are still being determined.