Bear Trap Dunes

Dunes Room

7 Club House Drive, Ocean View, DE 19970

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

“A leading educational resource for those nearing retirement”

Attend this seminar and learn about:

  • Maintaining family wealth over multiple generations 

  • Understanding the biggest threats to the preservation of wealth 

  • How to calculate the value of your estate

  • 6 strategies for a strong generational wealth management plan

  • 3 Key factors for a sustainable withdrawal rate 

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

  • Strategies that could help reduce taxes

  • How retirement planning, portfolio-mix and risk tolerance can affect future generations 

  • How to NOT disinherit your children and grandchildren because of divorce or another triggering event 

“A leading educational resource for those nearing retirement”

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 Bear Trap Dunes for an educational workshop on May 4 from 10:00 AM - 12:00 PM or May 5 from 1:00 PM-  3:00 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

Space is limited, so 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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