Why you should attend this seminar:

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us at the Better Business Bureau Serving the Pacific Southwest – Phoenix for an educational workshop on August 18 from 6:00 PM – 7:00 PM or August 22 from 6:00 PM – 7:00 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

Attend this seminar and learn about:

• Protecting your estate assets and avoid unintended consequences
• Maintaining family wealth over multiple generations
• Understanding the biggest threats to the preservation of wealth
• How to calculate the value of your estate
• 6 strategies for a strong generational wealth management plan
• 3 Key factors for a sustainable withdrawal rate
• The importance of having a trust and life insurance policy if you’re from a blended family
• Strategies that could help reduce taxes
• How retirement planning, portfolio-mix and risk tolerance can affect future generations
• How to NOT disinherit your children and grandchildren because of divorce or other triggering events