Estate Planning You Need To Know

Do you want an orderly transition when you “”check out,”” or do you want total chaos?

How do we ensure our wishes are executed without the cost of probate and with little interference? How can we prevent Uncle Sam from becoming our biggest beneficiary and avoid accidentally disinheriting our heirs?

Mistakes made with Retirement Accounts can cost thousands of dollars in unnecessary taxes and penalties. Learn how avoid the biggest tax hurdles that come with having a 401k, IRA, and other Retirement Accounts during our lifetime and at your check out date.

If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision.

Join us as we discuss simple strategies to reduce and possibly eliminate current and future income and estate taxes.  Let’s discover these potential landmines together, so we can work to avoid these most common mistakes!

Flex Delivery Method

For your safety and convenience, we now offer our professional certificate courses in this new format.

Flex:

Do you prefer to learn in our classroom or the comfort of your home? With our new Flex course format, you decide what works best for you. Our courses are taught live at a specific day and time in our clean, socially-distanced classroom and are simultaneously broadcast to our virtual classroom. With this flexible format, you choose one option when you register: to join the instructor in the physical classroom or join the class meeting remotely. Either way, you get the same quality instruction from an industry professional in a live meeting with other learners.