The Law Offices of Walters & Ward Is Proud to Announce We have recently moved our Rancho Bernardo office.
16870 W. Bernardo Dr.
San Diego, CA 92127
Our new office is only minutes away from our previous location and we encourage you to make an appointment with us and stop by.
Has it been a while since we've seen you? Are your documents from before 2004? Has anything changed that may warrent a re-distribution of assets? If so, call the firm today and schedule a FREE comprehensive review of your trust. One of our attorneys will review your documents and ensure you and your family will be properly protected during these challenging times.
Call 877-779-9529 To schedule your appointment
This March 12, Walters and Ward will be holding a very special event for our clients in the Temecula area at the Pinnacle Restaurant at Falkner Winery.
Hors d'ouevres will be served and wine tasting will be offered, and the main event of the evening will be a special educational session regarding key issues about your Trust and investment strategies, especially critical during these changing times.
The event is perfect whether you are in, nearing or even thinking about retirement. We feel that it is important to know what is happening in our economy and and learn which strategies can help best prepare you for the future and protect you and your family.
In addition to reviewing the key elements of your Trust,the topics we'll discuss include:
- The 3 biggest misconceptions that your CPA, attorney and financial advisor could be missing that are probably costing you thousands per year.
- How you can legally reduce or eliminate Social Security taxes, IRA taxation, capital gains taxes, and income taxes.
- How to pass your IRA to your children or grandchildren without giving most of it to the IRS.
This event will be hosted by the President of Sexton Advisory Group, Steve Sexton and First Citizens Bank. And, of course one of Walters and Ward's very own attorneys, Of-Counsel Keith Greer will present.
Seating is limited call now to make reservations
Date: March 12, 2013
Location: Pinnacle Restaurant at Falkner Winery
Make reservations: 800-560-2611
Meet the Speakers:
Steve Sexton is president of the Sexton Advisory Group. He has been seen on FOX, NBC, CNBC and the CW networks as well has heard on KCBQ radio.
Attorney C. Keith Greer has been practicing law in California since 1988. He is an Adjunct Law Professor, national lecturer and published author. He has an energetic, engaging and straight forward approach to teaching that breaks down complex legal concepts into easy to understand principles.
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