Forest Lake YMCA

Hosted by Sean McDermott, President
Community Room 1

19845 Forest Rd N, Forest Lake, MN 55025

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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

  • 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

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 Forest Lake YMCA for an educational workshop on September 14 from 6:30 PM - 8:00 PM or September 16 from 6:30 PM - 7:30 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

This Presentation is given by an Insurance Producer. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.

Sign up today!
No Charge to Attend!

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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. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our ${variable.x_undefined} 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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Securities offered through LPL Financial, member FINRA/SIPC. Taxes In Retirement 567 and LPL Financial are separate entities. LPL Financial does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

Sean McDermott | 1200 N. Federal Highway, Ste 200, Boca Raton, FL 33432 | (561) 300-2282

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