Broker Check
02 April
Helping Protect Your Estate Assets and Avoid Unintended Consequences


   "A leading educational seminar for those approaching retirement" - Forbes 

Why you should attend this seminar:

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Attend this seminar and learn about:

  • Maintaining family wealth over multiple generations
  • Understanding the biggest threats to the preservation of wealth
  • How to calculate the value of your estate
  • 6 strategies for a strong generational wealth management plan
  • 3 Key factors for a sustainable withdrawal rate 
  • The importance of having a trust and life insurance policy if you're from a blended family
  • Strategies that could help reduce taxes
  • How retirement planning, portfolio-mix and risk tolerance can affect future generations 
  • How to NOT disinherit your children and grandchildren because of divorce or another triggering event
  • Helping Protect Your Estate Assets and Avoid Unintended Consequences

Date and Time

April 2 - April 3, 2024

10:30a - 11:30a CST


Allen Public Library

300 N Allen Dr.
Allen , TX 75013


Sign up today! No Charge to Attend!

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