COMPLIMENTARY EDUCATIONAL EVENTS
Attend one of our upcoming complimentary educational events. Our events are intended to provide you with the knowledge you need to achieve a more fulfilling and successful retirement. We strive to provide attendees with information that will give them a better understanding of how to preserve and protect their financial future. See our upcoming events and workshops below.
OCT. 10 - legacy building workshop - reno, nv
WHAT YOU DON’T KNOW ABOUT LEGACY PLANNING THAT COULD HURT YOU!
Topics to be discussed:
- How to decide which estate planning documents are right for you, Living Trust or a Will
- How to avoid probate and keep things simple for your heirs
- What are some of the biggest mistakes made by those who set up a Living Trust or a Will
- How to make sure your assets are passed the way you want to whom you want
- Ways to keep your affairs private and out of the courts
- Avoid or reduce tax implications
- How your heirs can settle your estate without an attorney
- Recent law changes that may not be reflected in your documents