South Davis Recreation Center

Meeting Room B

550 N. 200 W., Bountiful, UT 84010

Register Now

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 South Davis Recreation Center for an educational workshop on December 6 from 11:00 AM - 12:30 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

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!

Register Now

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.

By registering, you agree to our Privacy Policy.

Securities offered through Securities America, Inc. (SAI) Member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA) an SEC Registered Investment Advisor. EFF Group and the Securities America companies are unaffiliated and separate from all other named entities. Securities America and its representatives do not provide tax or legal advice. Please contact the appropriate professional regarding your particular situation.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites.

David Gates 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100

Financial Strategies Institute, 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100. Registered representative of and offers securities through Securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Strategies Institute and the Securities America Companies are not affiliated.

Check the background of this investment professional and firm on FINRA's BrokerCheck
Register Now