Any questions please call 844-567-7760
3179 Livernois Rd, Troy, MI 48083
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Maintaining family wealth over multiple generations
Understanding the biggest threats to the preservation of wealth
The importance of properly communicating your wishes to loved ones
Strategies for a strong generational wealth management plan
The impacts of improper legacy planning
How to identify your intangible assets
Strategies that could help reduce taxes
Sudden incapacity planning
Taking steps to leave your mark for the next generation
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 Troy Community Center for an educational workshop on August 27 from 11:00 AM - 12:30 PM or August 27 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!
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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