Create & Protect Your Legacy
Legacy Planning Webinar
No Charge. Informational Only. Nothing will be sold.
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.