Create & Protect Your Legacy

Legacy Planning Webinar

No Charge. Informational Only. Nothing will be sold. 

Legacy Planning Webinar -  City, State

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NO CHARGE TO ATTEND

MONTH

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DAY

[TIME-FRAME]

Attend this webinar and learn about:

  • The three planning elements legacy planning consists of

  • Creating financial security for your heirs

  • How you can potentially avoid the negative impact of leaving a legacy to your heirs

  • If college funding is applicable to you

  • Paying for the costs of long-term care

  • The ten major risks that create trainwrecks for families

  • How to potentially avoid probate

Why you should attend this webinar:

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. Doing so will allow you to accomplish your personal and family goals.


Join us on [DATE] from [TIME-FRAME] where we’ll focus on legacy planning strategies that could help preserve more of your wealth for your heirs and charitable causes.

 

© 2020 Estate Planning 567 

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

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This presentation is strictly informational. No investments will be promoted. However, the Attorney or Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. The information presented at this seminar is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter. Neither Estate Planning 567 nor the Attorney or Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.