Broker Check
12 June
Wealth Builders Webinar Series: Taxes & Estate Planning


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 via Zoom Wednesday June 12th at 3pm  for an educational workshop covering Taxes and Estate Planning Strategies (including how to deal with the current market environment) to learn some strategies that you can implement yourself to take control of your financial future. 

Should you have a Will or a Trust? What are the differences/advantages?

What is the best way to pass on assets to your loved ones?

Differences between Per Capita and Per Stirpes beneficiary designation?

Are you at risk of the Estate Tax exemption?

What are the potential changes coming in 2026 for taxes and how will you be effected?

Learn how to protect your spouse and children’s inheritance from creditors, etc. 

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 webinar, 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! 

Look forward to seeing you there!

Date and Time

Wed, Jun 12, 2024

3:00p - 4:00p CST


Join Us via Zoom


Event Registration