Copper Grill

FREE LUNCH SEMINAR
Private Room

300 E 3rd St # 101, Little Rock, AR 72201

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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 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 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 Copper Grill for an informational seminar and insurance sales presentation on May 12 from 11:30 AM - 1:00 PM or May 19 from 11:30 AM - 1:00 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. You and an adult guest are cordially invited to attend a special lunch event in Little Rock, AR. Seating is limited for social distancing purposes and the safety of our guests. So please guarantee your space now by using one of the convenient RSVP options listed.

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.

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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Seminars presented by Stidham Financial, Producer #17383754 920 W. 2nd Street, Ste 204 Little Rock, AR 72201 Daniel Stidham, National Producer #14584121, and an Independent Attorney

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