WILLS, TRUSTS, AND RETIREMENT ESSENTIALS
In Person Course
Course Code: W19001A

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     888-996-6203     (lines open 24/7)

WILLS, TRUSTS & RETIREMENT ESSENTIALS

YOU’VE EARNED IT, NOW LEARN STRATEGIES TO PROTECT IT, KEEP MORE OF IT, AND PASS IT ON!

When you are 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 for your children and grandchildren.

With shifting financial and tax landscapes, along with the evolving needs of your family, it’s possible, even likely, that your current estate plan may be outdated.

This program offers real-world strategies and methods for those concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring their wishes are fulfilled. It helps take confusion out of estate planning and empowers you to create a plan that protects you, your assets, and most importantly your loved ones.

Upon completion, you will understand just how important it is to protect your assets from probate and spend-down, create a retirement income plan that lasts for you and your spouse, and use tax strategies to achieve your goals with minimal taxes.

Some of the Topics We’ll Cover: 

• Your estate includes more than just real estate
• Why it’s so important to plan your estate in advance
• Why most living trusts fail and how to ensure yours achieves your goals
• How to protect the assets from lawsuits, divorce, creditors, and estate taxes
• How to protect yourself and your family from healthcare and nursing home costs
• How to use the Pension Protection Act to cover long-term care costs
• How to reduce or eliminate probate costs when settling your estate
• The most common estate planning mistakes to avoid

Lean Everything You Need to Know About Estate Planning In Today’s Economy