Estate Planning Essentials

Command Your Assets and Keep Them from Lawyers and the Government

Estate Planning Essentials

Estate planning is for everyone, not just the wealthy. If you don’t decide what happens to your assets, the government will. Take control of your life, even in death. (P.S. A Will is not enough.) In this workshop you’ll learn:

Strategies for Controlling Your Assets
Essential Documents Everyone Needs
Key People to Name
Affordable Options to Get It Done

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Investing Before & After Retirement

September Workshop

You’ll learn how to invest before, transitioning into, and after retirement.

Premiered September 15th

Maximizing Social Security

October Workshop

You’ll learn how Social Security works and how to optimize this critical retirement income.

Premiered October 20th

Reducing Taxes in Retirement

November Workshop

You’ll learn how to keep more of your money with strategies that will leave the IRS weeping.

Premiered November 17th

Frequently Asked Questions

Couples who are within ten years of retirement with between $200,000 and $2,000,000 in retirement savings and investments will benefit the most from this workshop. The content will be less relevant and the strategies less effective for those outside of this age range and savings level.

No. These are educational workshops to teach attendees strategies, not sell them products. There is no chicken dinner. Additionally, the speaker is a Fee-Only Fiduciary Financial Planner, meaning they do not, will not, and can not sell insurance and annuity products.

In addition to the education and strategies that could save you or make you thousands of dollars, each household will also get a book, workbook, and action items to continue their educational journey.

No. Information will be given on how to redeem a no-cost no-obligation consultation if you would like individualized help applying the knowledge learned in the workshop. There are no products for sale.

The exact room details and parking info will be sent out the week before the event.

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This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Estate Planning Essentials

Estate Planning Essentials

Command Your Assets and Keep Them from Lawyers and the Government

Estate Planning Essentials

View Other Workshops