EVENTS

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. 

Upcoming Workshops:

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
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