• Are you the EXECUTOR or PERSONAL REPRESENTATIVE in your family’s Wills?
  • Have you been named as an AGENT for someone in their Durable Power of Attorney for either medical or financial agency?
  • Have you been named as a GUARDIAN or CONSERVATOR for a family member or friend?
  • Have you been named as TRUSTEE to a family trust?
  • Do you understand the legal duties and obligations as a TRUSTEE?
  • Do you know how often a TRUSTEE is sued? The answer – OFTEN! It’s an ever growing problem you don’t want your loved ones to contend with.
  • What rights do you have as a “Beneficiary” of an Estate?
  • What does it mean to be a FIDUCIARY? “LAST WEEK I COULDN’T SPELL FIDUCIARY – THIS WEEK I “ARE” ONE!
  • Do you know anyone who’s family has been torn apart in the process of settling an Estate?

You are encouraged to attend this presentation that is meant to educate you on the legal and financial duties and obligations of a Fiduciary. All of the above questions will be answered in this entertaining and enlightening event.

THURSDAY, NOVEMBER 15TH
TWO SESSIONS BEING OFFERED FOR YOUR CONVENIENCE

2:00–3:30pm OR 6:30–8:00pm

Adult children bring your parents – Parents bring your Adult children as it is sure to engage the entire family in the administration and planning of one’s
estate. There will be time set aside for Q & A. “Say not that you know another person entirely until you have divided an inheritance with them” – Dear Abby.

LOCATION: Rio Vista Recreation Center ¼ mi. west of Loop 101 8866 W. Thunderbird Rd – Peoria

MUST RSVP to Holt Law Group, PC by Tuesday, Nov. 13th – 623-334-6800 or email pam@holttrust.com

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Wolz Florist 2012 Open House

On June 18th, 2012, posted in: News by

 

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Health for the Successful Business Person

On May 29th, 2012, posted in: News by

Speaker: Dr. Timothy Gerhart D.C., D.A.B.C. I., Dipl Ac

Place:     Surprise Regional Chamber of Commerce Conference Room

16126 North Civic Center Plaza,    Surprise Az 85374

Date:       June 26, 2012

Time:       11:30-1:00

Healthy Appetizers served 11:30-12:00, Seminar 12:00-1:00

How to Look & Feel Trim,   Vibrant & Energetic All Day

(For Todays Active Business Person)

Dr. Gerhart is the Founder and Medical Director of Renovare Wellness By Design, an all-natural healthcare clinic.  He is the author of Seven Secrets of Wellness, a guide to a healthy lifestyle through all natural approaches. Dr. Gerhart and his staff of lifestyle professionals are dedicated to creating a healthy community and are delighted to provide educational seminars about wellness. Sign up for drawings for complimentary gifts and consultations.

RSVP  to Renovare Wellness By Design

(623)853 6357 by June 22, 2012

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Members of Leadership West, Class XVIII, will present their group projects to community members and stakeholders at “Synthesis Day,” a free event on Thursday, June 7thfrom 7:30 a.m. to noon, at Avondale City Hall in the Council Chambers, 11465 W. Civic Center Drive, in Avondale.  Synthesis Day is an annual event at which graduating Leadership West members present the community projects which they have developed and completed during their year-long Leadership West class experience.  Synthesis day projects are self-selected for the purpose of meeting a need in the community, and demonstrating teamwork and leadership.  Over the years, several Leadership West Synthesis Day projects have been recognized with “Best of the West” awards.

This year’s projects include:

  • “Nab the Invader”  An education and awareness program focusing on the dangers of quagga mussels at Lake Pleasant in Peoria
  • Special Olympics 2012 Golf National Invitational Tournament, hosted by the Wigwam, September 6-9, 2012 (with Gala for athletes sponsored by Cancer Treatment Centers of America)
  • “Chamber for Good,” a partnership with The Surprise Regional Chamber of Commerce designed to give local residents a web-based way to contribute to local charities
  • “Hands to Home,” a 24/7 real-time, communication system using social media, which creates a communication link between West Valley homeless youth and the services offered by the Homeless Youth Connection

The presentations will be judged by a panel of prominent West Valley leaders, and be given cash awards to be used to support the projects.  The winning project will be displayed on a trophy which will be prominently featured at Leadership West events throughout the next year.

For more information visit: www.leadershipwest.org

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Lisa E. Platt
President, West Valley Women

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2014 Woman of the Year, Marie Lopez Rogers

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