ESTATE AND FINANCIAL STRATEGIES
In Person Course
Course Code: EFSHPWCL102

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone at     866-828-2295     (lines open 24/7)

ESTATE & FINANCIAL STRATEGIES

YOU’VE EARNED IT, NOW LEARN STRATEGIES TO PROTECT IT, KEEP MORE OF IT, AND PASS IT ON!

If you are retired or nearing retirement, your priorities change. Instead of accumulating money, the focus shift to protecting your nest egg, making it last, and being able to leave a legacy for your children and grandchildren.

With constantly changing market conditions, interest rates and tax laws – as well as changes within your family – it’s possible (even likely) that your current estate plan may well be outdated.’

This two-hour course offers real-world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. This course will help take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly your loved ones.

Upon completion, you will know how to properly protect your assets from probate and spend-down, accurately devise a plan for income that will last throughout your retirement and your spouses, and take advantage of tax tips and strategies that will help you achieve your goals with the least amount of taxes owned to Uncle Sam.

Some of the Topics We’ll Cover: 

• Why it’s so important to plan your estate in advance
• Why most living trusts do not work, and how you can assure your trust meets your goals.
• How to protect the assets you leave from lawsuits, divorce, creditors, and estate taxes
• How to protect your assets from the Nursing Home
• How to use current IRS tax codes to create a tax-free retirement
• Why giving assets outright to heirs may actually not be in their best interest
• How to reduce or eliminate probate costs when settling your estate
• The most common estate planning mistakes to avoid

Lean Everything You Need to Know About Estate Planning In Today’s Economy