Estate Planning Seminar | AAA Penfield | 11/14/2019 6:00 PM

Estate Planning Seminar | AAA Penfield


Join us for a FREE Estate Planning workshop with The Financial Guys

Do you know...

  • The impact of your investment actions and the associated costs?
  • How they stand to benefit or hinder your family's long-term financial performance?

Learn how to...

  • Protect your assets from nursing home expenses.
  • Properly utilize different types of trusts.
  • Possibly increase spendable income and avoid probate.
  • Use overlooked IRA rules that can affect what your heirs will receive.
  • What it truly means to be diversified in a changing economy.

Register below or call us at  (716) 633-1515. Seating is limited.

AAA Penfield

2156 Penfield Road
Penfield, 14526
United States