Estate Planning Webinar - Bismarck, ND
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Space is limited, so sign up today!
No Charge to Attend!
Central Time Zone

“A leading educational resource for those nearing retirement”

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

“A leading educational resource for those nearing retirement”

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 September 15 from 11:00 AM - 12:00 PM US/Central or September 21 from 1:00 PM - 2:00 PM US/Central where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes. The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

Space is limited, so sign up today!
No Charge to Attend!
Central Time Zone

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at our webinar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, our webinars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Estate Planning 567 speaker during or after the webinar.

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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Keystone Wealth Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Information about Keystone Wealth Partners, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name or CRD # 171811 . Investing involves risk of loss and past performance is not indicative of future results.
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