23 July
ONLINE WEBINAR - Estate Planning


Topics covered...

  • 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!


Estate Planning Webinar: Thursday, July 23rd  2:00 PM - 2:45 PM

Power of Zero Online Movie Screening: Thursday, July 30th  6:30 PM - 8:00 PM

Managing Market Volatility Webinar: Monday, August 3rd 1:30 PM - 2:15 PM

Taxes in Retirement Webinar: Monday, August 10th  1:30 PM - 2:15 PM

Social Security Webinar: Monday, August 17th 1:30 PM - 2:15 PM

Estate Planning Webinar: Monday August 24th 1:30 PM - 2:15 PM

Date and Time

Thu, Jul 23, 2020

2:00p - 2:45p PST




Presenters: Brian Walker, Edward Schuh & Robert Sousa

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