Red Mountain Multigenerational Center
Any questions, please call 844-567-7760
7550 E Adobe St, Mesa, AZ 85207
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
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Potentially maintain family wealth over multiple generations
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Understanding some of the biggest threats to the preservation of wealth
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Ways to calculate the value of your estate
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6 strategies to help develop a strong generational wealth management plan
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3 Key factors for a sustainable withdrawal rate
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The potential 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 could affect future generations
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Ways to NOT disinherit your children and grandchildren because of divorce or another triggering event
Helping Preserve Your Legacy 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 can help preserve 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 could allow you to accomplish your personal and family goals.
Join us at the Red Mountain Multigenerational Center for an educational workshop on March 25 from 11:00 AM - 12:30 PM where we'll focus on 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.
Space is limited, so 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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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
Insurance products are offered through the insurance business J & M Blaker, LLC. Accrue Wealth Designs is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by J & M Blaker, LLC are not subject to Investment Advisor requirements. AEWM is not affiliated with J & M Blaker, LLC.
Investing involves risk including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This seminar is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2275277 - 02/24
Insurance products are offered through the insurance business J & M Blaker, LLC. Accrue Wealth Designs is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by J & M Blaker, LLC are not subject to Investment Advisor requirements. AEWM is not affiliated with J & M Blaker, LLC.
Investing involves risk including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This seminar is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2275277 - 02/24
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