“A leading educational resource for those nearing retirement”
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Sign up today!
No Charge to Attend!
Attend this seminar and learn about:
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Maintaining family wealth over multiple generations
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Understanding the biggest threats to the preservation of wealth
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How to calculate the value of your estate
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6 strategies for a strong generational wealth management plan
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3 Key factors for a sustainable withdrawal rate
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The importance of having a trust and life insurance policy if you're from a blended family
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Strategies that could help reduce taxes
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How retirement planning, portfolio-mix and risk tolerance can affect future generations
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How to NOT disinherit your children and grandchildren because of divorce or another triggering event
“A leading educational resource for those nearing retirement”
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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 Town Square Sarasota - Senior Day Care for an educational workshop on December 6 from 6:30 PM - 8:00 PM or December 8 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. If you have a spouse or partner, we encourage you to bring him/her to the seminar.
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.
Sign up today!
No Charge to Attend!
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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Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Please note electronic mail is not secure: BFCFS does not accept or take responsibility for acting on time-sensitive instructions sent by email. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this transmission is strictly prohibited. If you receive this communication in error, please immediately notify the sender. The information included should not be considered investment advice. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making an investment decision. Branch address: 7093 South Tamiami Trail Sarasota, FL 34231 phone number: 941-923-2400
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