- How to control who gets what, when and how
- How to avoid probate
- How to calculate the value of your estate
- Strategies that could help reduce taxes
- And more...
Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.
This is an education event only. There will not be anything for sale during or after the presentation.
Space is limited, reserve your seat today!
Taxes In Retirement - Tuesday, July 7th 2020, 6:30 PM - 8:30 PM (In person)
Taxes In Retirement - Thursday, July 9th 2020, 2:00 PM - 2:45 PM (Webinar)
Date and Time
Thu, Jul 02, 2020
2:00p - 3:00p PST
Presenters: Brian Walker, Edward Schuh & Robert Sousa