Estate Planning Essentials
In Person Workshop
Course Code: E18751B

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

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

When you’ve 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 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.

You will learn to 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 help you achieve your goals while minimizing taxes.

We will discuss these important topics … and more! 

• The importance of estate planning, wills, living wills, and financial and healthcare powers 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 differences between wills and trusts
• Leveraging life insurance and annuities
• Reducing or eliminating probate costs when settling your estate
• Income and tax planning strategies in retirement
• Tax-efficient gifting and legacy planning
• 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 AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!