Legacy Planning and Your Retirement

A complimentary online workshop designed to help families create a legacy planning strategy for their unique goals and needs.

Online Legacy Planning Workshop

Wednesday, May 1st
6:00 PM

Register today even if you can't attend at the scheduled time, as we will send out a replay of the workshop! 

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Planning For Everyone

Legacy planning is not only for the wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.

Avoid Unnecessary Taxes & Fees

Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated.

Legal Safeguards

Avoid court-administered guardianship and ensure your family members or trusted friends have the legal right to carry out your wishes.

Why we created this online workshop:

Legacy planning is for everybody, not just the wealthy. Without an appropriate legacy plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.