Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Webinar 

No Charge. Informational Only. Nothing will be sold. 


Estate Planning Webinar -  City, State

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Attend this webinar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Intestacy and how it affects estate distribution

  • The difference between a revocable or irrevocable trust

  • The importance of having a trust and life insurance policy if you're from a blended family

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

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. This will allow you to accomplish your personal and family goals.


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


Why you should attend this webinar:

Featured Speaker

Kelly Boyd, AIF®

Financial Planner

As a frequent educational speaker, I have reached thousands of people in my surrounding communities, by lecturing on social security, estate planning, taxes in retirement and retirement income planning. Having 30 years in the business has given me the ability to gain a wealth of knowledge that I can proactively offer all individuals.


What brings me the most satisfaction daily, is that my clients are 100% confident that they can retire in the lifestyle that they so choose without having to worry about their investments. By bringing my expertise and positioning portfolios in a way that regardless of the market conditions, they will live their retirement dreams.