“A leading educational resource for those nearing retirement”
— 
Yavapai College - Prescott Campus
This event is not sponsored or endorsed by Yavapai College. If you have any questions, please call 844-567-7760.
1100 E. Sheldon St., Prescott, AZ 86301
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
Attend this seminar and learn about:
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How to protect your family and loved ones when you no longer can
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6 strategies for a strong generational wealth management plan
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Ensure your beneficiaries get their inheritance without selling assets
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How to pass on more than just your assets and leave a true legacy
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How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy
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How retirement planning, portfolio-mix and risk tolerance can affect future generations
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Strategies that could help reduce taxes
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How a 529 plan can be an efficient estate planning tool
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How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate
“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 Yavapai College - Prescott Campus for an educational workshop on April 10 from 12:00 PM - 1:30 PM or April 10 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!
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 Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance is offered independent of Osaic Wealth.
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.
Jonathan Zweifel CFP,7333 E. Doubletree Ranch Road Suite 200 Scottsdale, AZ 85258,Direct: 480-482-7118 Office: 480-482-7120
Check the background of this investment professional and firm on FINRA's BrokerCheck
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.
Jonathan Zweifel CFP,7333 E. Doubletree Ranch Road Suite 200 Scottsdale, AZ 85258,Direct: 480-482-7118 Office: 480-482-7120
Check the background of this investment professional and firm on FINRA's BrokerCheck
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