- 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: Thursday 11/5/2020 1:30
Managing Market Volatility: Thursday 11/12/2020 1:30 or 6:30
Taxes in Retirement: Thursday 11/19/2020 1:30
Date and Time
Thu, Nov 05, 2020
1:30p - 2:15p PST
Presenters: Brian Walker, Edward Schuh & Robert Sousa