Estate Planning Webinar - Pittsburgh, PA
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No Charge to Attend!
Eastern Time Zone

Attend this webinar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Intestacy and how it affects estate distribution

  • The difference between a revocable or irrevocable trust

  • The importance of having a trust and life insurance policy if you're from a blended family

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this webinar:

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 for an educational webinar on August 9 from 1:00 PM - 1:45 PM US/Eastern or August 10 from 11:00 AM - 11:45 AM US/Eastern where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

Sign up today!
No Charge to Attend!
Eastern Time Zone

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Estate Planning 567 nor the Financial Professional presenting this webinar are affiliated with the Social Security Administration or any other governmental organization.

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Neal McGrath | Managing Partner & Senior Wealth Advisor. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. 1 Bigelow Sq 20th Fl, Pittsburgh, PA 15219 | (412) 904-2017

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For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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