Chuck Jones & Associates, Inc.

Chuck Jones, CFP® & Jill Smart, Financial Advisor, along with Estate & Tax Attorneys Jonathan Mishkin, LL.M & Sara Yen, LL.M will share true-life examples about the “what ifs” that really do happen when people decide to plan “someday”… and never quite get around to it.

Attendees will receive both a complimentary (FREE) workbook & a copy of the book Splitting Heirs (a $40 value). Cost is $15/person or $20/couple. Invitees who bring an adult guest or guests will receive complimentary admission for their entire party to this event (cash or check only @ the door). Light refreshments will be served. Free parking on site — 6pm to 8 pm.

Host: The H Group
Location: The West End Building-Santiam Room, 4101 Kruse Way, Lake Oswego, OR 97035
When: Thursday, March 4th, 6:00PM to 8:00PM
Phone: (503) 445-1913
Cost: $15.00 per person, $20.00 per couple

Each person bringing a guest to the event will receive complimentary admission (must RSVP prior to event w/ guest(s) names). RSVP to: susantinker@thehgroup.com

If you have questions or wish to RSVP to this event via phone, please contact Susan Tinker at (503) 445-1913.