Estate Planning Essentials
In Person Workshop
Course Code: EJMED911

This Course is offered FREE of Charge
But – Space is Limited and 
Advance Registration is Required

To Register –
Register on-line now! or 
Register by phone     877-892-7088    (lines open 24/7)

ESTATE PLANNING ESSENTIALS

When you’re retired or nearing retirement, your priorities change. Instead of accumulating money, the focus shifts to protecting your nest egg, making it last, and being able to leave a legacy.

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 your loved ones. It offers proven strategies for proper estate planning, reducing or eliminating estate taxes, and ensuring that your wishes are fulfilled.

You will learn how to protect your assets from probate, accurately devise an income plan that will last throughout your retirement, and achieve your goals while minimizing taxes.

We’ll discuss these important topics and more: 

• Estate planning, wills, living wills, and financial and healthcare powers of attorney
• Reducing or eliminating probate costs
• Protecting your assets from estate taxes, and healthcare and long-term care costs
• Tax-efficient gifting and legacy planning
• Leveraging life insurance and annuities
• Income and tax planning strategies in retirement

REGISTER TODAY AND GET TO KNOW YOUR OPTIONS!