Estate Planning Workshop | AAA Penfield | 5/15/2018 4p
Estate Planning Workshop | AAA Penfield
Everything you need to know about estate planning and how to leave a legacy for your heirs.
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 1 (800) 428-6008. Seating is limited.