Broker Check
03 June
Taxes and Estate Planning Workshop


Reduce Taxes, Protect Your Estate, and Take Advantage of the Current Market Environment

Market downturn, wills & trusts, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at The Rec at the Lake Front in Little Elm, TX for an educational workshop covering Taxes and Estate Planning (including how to deal with the current market environment) on Monday, June 3rd, and Thursday June 6th from 7 pm - 8 pm. (Only a few spots left)

Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to position yourself for better returns with the current market volatility and inflation.

Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk - all with the goal of saving you money.

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.

Date and Time

Mon, Jun 03, 2024

7:00p - 8:00p CST


The Rec at Lakefront

303 Main St
Little Elm , TX 75068
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