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.
That is why we've developed a special seminar that has already helped many people nationwide navigate the retirement tax maze.
Join us at the Plymouth Community Center for an educational workshop on December 5 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. The concepts discussed in this course are most suitable for those with investable assets of $250K or more.
This Presentation is given by an Investment Advisor Representative. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.