Estate Planning Workshop | AAA Penfield | 5/15/2018 5:30p

Estate Planning Workshop | AAA Penfield
Financial

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.

AAA Penfield

2156 Penfield Road
Penfield, 14526
United States