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06/23/2022 at 6:30 pm - 8:30 pm

Black Hawk II Corporate Center - Education Room #240
3050 Agua Fria Freeway
Phoenix, AZ 85027

Estate Planning Essentials
In Person Class
Course Code: ewsbh0623

This Course is offered FREE of Charge
Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone    602-560-4895     (lines open 24/7)


In Person Course

This two hour course offers real-world strategies and methods designed for those who are concerned about proper estate planning, reduce or diminish estate taxes, and ensuring that that their wishes are fulfilled. This course is designed to 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.

This course is designed o take the confusion out of estate planning and empower you to design a plan that will  protect your assets ad  goals. equioing  yuo

This course will show you how to clearly define your own estate planning objectives and goals and equip you with the knowledge and tools necessary to put your plans into action.

You will learn how to protect your assets from pr0-bate and spend-down, device a plan for income taht will last throughout your retirement and your spouse’s! Plus, take advantage of little-known tax tips that will achieve your goals with the least amount of taxes owed to Uncle Same.

We will discuss these important topics and more: 

  • Understanding probate
  • The importance of wills, living wills, health-care powers of attorney
  • What fees are involved and how are they calculated?
  • Do I need a trust?
  • How can annuities provide supplemental income beyond retirement sources such as IRAs and 401(k)s?
  • How to maximize the living & death benefits of like insurance
  • How to use current IRS tax codes to create a tax free retirement

Join us for this insightful class and gain confidence through financial education!

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Bookings are closed for this event.

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