Coffee At Cheryl’s with Special Guest Speaker Warren Coble

You’re Invited!

The Law Offices of Cheryl David Invites You to Attend Coffee at Cheryl’s with Special Guest Speaker Warren Coble, Social Security Benefits Counselor, and former Social Security Administration Claims Representative.

Join us to Learn About the In’s & Out’s of Social Security and The New IRA SECURE Act.

Attend this special get-together that focuses on Social Security strategies for those who want to understand the best time to start taking their social security.

We’ll also discuss how the new IRA SECURE Act affects your IRA distributions and estate planning.

Keep up to date! Laws and rules have recently changed. Learn how these affect your planning.

The In’s and Out’s of Social Security:

  1. Best time to take Social Security
  2. Spousal Benefits
  3. Divorce Concerns
  4. Death Benefits
  5. Remarriage Rules
  6. Minor Children’s Benefits
  7. How working affects Benefits
  8. Tax Consequences

The IRA Secure ACT:

  1. What is it?
  2. How will it affect my family

NC Estate Planning Updates:

  1. What’s new in NC?
  2. What documents do I need?

Reserve Your Seats Now:

Special Seminar: In’s & Out’s of Social Security &  The New IRA Secure Act with Warren Coble 

Guest Speaker Seminar with Warren Coble, Social Security Benefits Counselor, and former Social Security Administration Claims Representative:

  • Tuesday, March 10th, 2020 @ 10 am – Our Office (Greensboro, NC)
  • Tuesday, March 10th, 2020 @ 1:30 pm – Our Office (Greensboro, NC)

*Please arrive 15 minutes prior to the seminar start time to guarantee seating. We encourage you to bring guests you believe would benefit from this powerful information. Reservations are required and seating is limited to adults and first-time attendees only.

 

How to get started

Download Your Free Worksheet

Download one of our free
worksheets to help you with estate planning, guardianship, or probate.

Complete Worksheet and Gather Info

Complete the worksheet that you downloaded and then begin gathering relevant information.

Schedule an Appointment

Call us at (336) 547-9999, complete the form above, or start a live chat to schedule an appointment.

Get In Touch

We are here for you.
  • This field is for validation purposes and should be left unchanged.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Meet the Attorneys