Monroe Bank’s
Wealth Management Group &
Prime Time Program
invite you to a complimentary
seminar on the topics of:
Estate Planning, IRAs,
Taxes & Investments*
For estates and IRA’s over $500,000, new income and estate tax laws that take effect January 1, 2008 provide significant new
planning opportunities. Join us to learn about this complex and special planning which will increase your heir’s inheritance
significantly and should be an integral part of your estate,
investment and financial planning. The seminar will be presented by estate, investment, financial and retirement planning expert David Snyder, an attorney, and Vice President, Trust Officer in Monroe Bank’s Wealth Management Group.
Wednesday, March 26, 2008 – 2:00 to 5:00 p.m.
Hilton Garden Inn
245 N. College Ave., Bloomington
Light refreshments will be served and
Parking will be validated
RSVP by Friday, March 21, 2008 to (812) 331-3438 |
