TO RETIREMEN AND BEYOND
In Person Course
Course Code: E19838A

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     877-892-7088     (lines open 24/7)

TO RETIREMENT AND BEYOND

WILLS, TRUSTS AND OTHER VITAL CONSIDERATIONS

Estate planning is vital to creating a retirement plan that can help protect you and your loved ones in retirement and beyond

You’ve worked hard to accumulate your nest egg and it’s what you keep that counts! That’s why it’s never too soon to start protecting your retirement assets and your legacy.

In this class, we help take the confusion out of estate planning and discuss proven strategies for efficient estate reducing or eliminating estate taxes and ensuring that your wishes are fulfilled. We’ll empower you to design a plan that will protect you, your assets and, most importantly, your loved ones. You will learn how to safeguard your assets and, most importantly, your loved ones. You will learn how to safeguard your assets against probate, spend down and long-term care costs, devise an income plan that will last throughout your lifetime, and execute strategies that will help you achieve your goals while minimizing taxes.

You’ll leave with actionable steps you can take today to secure your financial future through retirement and beyond.

We’ll discuss these vital topics …and more!

• Understanding estate planning, wills, trusts, living wills, and financial and healthcare powers of attorney
• Defining your personal estate plan goals and planning your estate in advance
• Reducing or eliminating probate costs when settling your estate
• Protecting your assets from lawsuits, divorce, creditors, and estate taxes
• Avoiding common estate planning mistakes healthcare and Long-Term Care costs
• Safeguarding yourself, your family and your assets against potentially devastating healthcare and Long-Term Care costs
• Maximizing your retirement income so it lasts throughout your lifetime
• Taking advantage of current IRS tax codes to create a tax-free retirement and a tax-efficient legacy

Register Today and Learn Essential Strategies for Securing Your Retirement and Your Legacy