Year End Financial and Estate Planning

Join us for an evening of information on understanding: - How year-end financial planning may help you keep more of your earnings and investment income through tax advantaged accounts - How an estate plan may help you avoid probate and ensure your assets go to people you intend to receive them - How to work on the coordination of your financial and estate plans Brought to you by: Laura O'Brien, CFP®, ChFC® Summit Financial Group 925-866-7800 Laura@SummitAdvisors.com Nerisha Soodeehul Soodeehul Law 925-277-3430 ns@soodeehullaw.com Robert Downum Liberty Tax Service 925-275-1040 Robert.Downum@LibertyTax.com Simon Tan Webivia 925-663-2313 Simon@Webivia.com Summit Financial Group 2000 Crow Canyon Place Suite 450 San Ramon CA 94583 Securities and investment advisory services oered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Summit Financial Group is independently owned and operated. Neither Summit nor SFS are affiliated with Liberty Tax service, Soodeehul Law, or Webivia. Financial Advisors do not provide specic tax or legal advice. This information should not be considered as specic tax or legal advice. You should consult your tax or legal advisor regarding your own specic tax or legal situation. TR#1017347 DOFU 09/2014