Estate Planning Essentials
In Person Workshop
Course Code: edhcm714

This class is offered free of charge, but
Advance Registration is Required
Capacity is limited – Guarantee your spot by registering today

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

You earned it … now learn strategies to help protect it, keep more of it, and pass it on!

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 offers real-world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating 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.

You will learn how to protect your assets from probate and spend down, accurately devise a plan for income that will last throughout your retirement, and take advantage of tips and strategies that will you achieve your goals while minimizing taxes.

We’ll discuss these important topics … and more!

• The importance of estate planning, wills, living wills, and financial and healthcare power of attorney
• The most common estate planning mistakes … and how to avoid them
• Why it’s vital to plan your estate in advance
• How to clearly define your own estate planning objectives and goals
• The difference between wills and trusts
• Leveraging life insurance and annuities
• Reducing or eliminating probate costs while settling your estate
• Income and tax planning strategies in retirement
• Protecting your assets from estate taxes, and healthcare and long-term care costs
• Using the current IRS tax codes to create a tax-free retirement

REGISTER TODAY GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION