Kokomo-Howard County Public Library South Branch
The event is not sponsored nor endorsed by the Kokomo-Howard County Public Library System. For questions, please call (844) 567-7760.
1755 E Center Rd, Kokomo, IN 46902
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
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Maintaining family wealth over multiple generations
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Understanding the biggest threats to the preservation of wealth
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How to calculate the value of your estate
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6 strategies for a strong generational wealth management plan
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3 Key factors for a sustainable withdrawal rate
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The 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 can affect future generations
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How to NOT disinherit your children and grandchildren because of divorce or another triggering event
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 Kokomo-Howard County Public Library South Branch for an educational workshop on April 18 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.
By registering, you agree to our Privacy Policy.
Bruce Blumberg is a registered representative with and, securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
LPL Financial does not offer legal advice or services.
Enlighten 567 is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Enlighten 567 provides referrals to financial professionals of LPL Financial, LLC (“LPL”). Enlighten 567 is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay Enlighten 567 cash compensation for these referrals, which creates the incentive for Enlighten 567 to make these referrals, resulting in a conflict of interest.
LPL Firm Brochure
Detailed Information
LPL Financial does not offer legal advice or services.
Enlighten 567 is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Enlighten 567 provides referrals to financial professionals of LPL Financial, LLC (“LPL”). Enlighten 567 is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay Enlighten 567 cash compensation for these referrals, which creates the incentive for Enlighten 567 to make these referrals, resulting in a conflict of interest.
LPL Firm Brochure
Detailed Information
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