ESTATE PLANNING SEMINAR

JOIN US AT THE:
[Venue Name]

 

FOR THIS EDUCATIONAL WORKSHOP

THURSDAY

Month

5

Monday

10:00 AM - 11:00 AM

[Venue Name]

[Room]

[Address]

[City, State, Zip]

Sign up today!

No charge to attend!

 

Creating, Maintaining, and Implementing a Plan That Works for You and Your Family

Join us for a three-part workshop to learn: 

  • Estate Planning Background & Basics: How to address the four major pitfalls of the Typical Planning Trap

  • A Three-Step Strategy for creating, maintaining, and implementing a plan that works

  • A Process to Create an Empowered Estate Plan for you and your family

Join us at the [Venue Name] for an educational workshop on [Date] from [Time] where we'll show you how to empower yourself and your family through your decision to participate in a lifelong process of estate planning. 

With proper planning, you can be:
  • Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones

  • Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers

  • Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!

  • Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness

  • Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence

  • Empowered to leave a legacy more than just financial that reflects your own values and beliefs 

Attendees will receive a free pre-publication introduction to the Empowered Estate Plan book

© 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. 

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.