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 Bistro for an educational workshop on May 5 from 6:30 PM - 8:30 PM or May 10 from 6:30 PM - 8:30 PM 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.
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.