Hilton Garden Inn Valley Forge/Oaks


500 Cresson Blvd, Phoenixville, PA 19460

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No Charge to Attend!

Attend this seminar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • What is a will?

  • Intestacy and how it affects estate distribution

  • What is a revocable living trust?

  • What are testamentary trusts?

  • What is estate planning?

  • How to finalize your last wishes

  • Tools for managing incapacity

  • How property passes at death

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:

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 at the Hilton Garden Inn Valley Forge/Oaks for an educational workshop on September 14 from 6:30 PM - 8:00 PM 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!

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 seminar are affiliated with the Social Security Administration or any other governmental organization.

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This presentation is designed to give you general information concerning estate planning and should not be construed as specific tax or legal advice nor the law of any particular state. You should consult with an attorney for the drafting of estate planning documents appropriate for your needs. Estate Planning services provided in conjunction with your licensed legal advisor.
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