By JIM LUKSIC
The Progress
Ron Bird of Financial Concepts will conduct a seminar at 4 p.m. on Tuesday, March 26, in the Mesquite Library’s multi-purpose room at 160 W. 1st North St.
The topic of the presentation – which is scheduled to last 45 minutes – will be Estate Planning: Wills and Trusts. The event is free and open to the public, though Bird recommends registering beforehand by calling the Financial Concepts office at (702) 346-7025.
Bird, who served in the U.S. Marine Corp and is now a certified document preparer, joined his father Jeff’s local business in 2007.
“When most people hear ‘Estate planning,’ they think it doesn’t apply to them because they’re not wealthy enough to have an estate,” said Bird, whose background includes working with insurance and investing. “But really, it deals with how your possessions will be passed on after you are gone, and so it applies to anyone.”
If you do not have a strategy in place, he explained, “the government will decide for you” and make choices with which you may not agree.
Bird also asserted it’s imperative for individuals to have proper documents ready for a number of reasons: to make sure one’s wishes are followed, to reduce the burden on heirs, and to preserve harmony among family members after one’s death.
Bird said that he can help clients draft up Estate Planning documents “at a much more affordable cost than going to an attorney,” he said.
A meal will be served immediately following Bird’s March 26 discourse at the library.
In 1996, Jeff Bird founded Financial Concepts, a family-owned company whose home is 355 W. Mesquite Blvd. The Birds are investment consultant representatives of SEC-registered advisor Gradient Advisors, LLC.
Their business is “driven to provide the families and businesses we serve with personalized financial strategies and planning designed to help result in financial health, clarity, and security,” according to the Financial Concepts website.
It isn’t for the Birds: As fiduciaries, they are “legally obligated to put their clients’ interests first.”
