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Dianne Williams, MBA

Certified Retirement Counselor®

Since 1983 in the financial services and investment industry

 

Retirement Pathways, Inc.

4965 U.S. Highway 42, Suite 1000

Louisville, KY 40222

 

Phone:  502-797-1258 

 

Email: dianne@retirementpathways.com

Website: www.retirementpathways.com

May/June 2019

Five Reasons You Need a Will

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Having an up-to-date will is one of the most important planning steps you can take in any area of your life. If you don’t believe this, consider these reasons why you might change your mind. Through a will, you can:


  1. Name legal guardians for your minor children

  2. Direct who will receive your assets after you pass

  3. Designate your executor, who will help distribute assets and settle your estate

  4. Help prevent misunderstandings

  5. Donate to charity


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* Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management, an SEC Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporations and American Capital Management.

Retirement Pathways, Inc. and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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