Calvert Recreation Center

Middle Room

4500 Stockwell St, Lincoln, NE 68506

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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 Calvert Recreation Center for an educational workshop on February 21 from 6:00 PM - 7:30 PM or February 23 from 6:00 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.

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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Securities offered through World Equity Group, Inc., member FINRA and SIPC. Stonebridge Insurance & Wealth Management is not owned or controlled by World Equity Group, Inc. Find the World Equity Group Form CRS HERE. World Equity Group, Inc. does not accept buy, sell or cancel orders by e-mail, or any instructions by e-mail that would require your signature. Information contained in this communication is not considered an official record of your account and does not supersede trade confirmations or statements. Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making decisions and is for informational purposes only.

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World Equity Group, Inc. is registered as a broker/dealer and investment adviser in all 50 states. Member FINRA and SIPC. Advisory services through Retirement Wealth Advisors, Inc. (RWA), a SEC Registered Investment Advisor. Stonebridge Insurance and Wealth Management and RWA are not affiliated. This Email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed.

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