Ankeny Kirkendall Public Library

Any questions, please call 844-567-7760

1250 SW District Drive, Ankeny, IA 50023

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Space is limited, so sign up today!
No Charge to Attend!

“A leading educational resource for those nearing retirement”

Attend this seminar and learn about:

  • How to protect your family and loved ones when you no longer can

  • 6 strategies for a strong generational wealth management plan

  • Ensure your beneficiaries get their inheritance without selling assets

  • How to pass on more than just your assets and leave a true legacy

  • How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy

  • How retirement planning, portfolio-mix and risk tolerance can affect future generations

  • Strategies that could help reduce taxes

  • How a 529 plan can be an efficient estate planning tool

  • 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 Ankeny Kirkendall Public Library for an educational workshop on February 27 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.

Space is limited, so sign up today!
No Charge to Attend!

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, the seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Estate Planning 567 speaker during or after the seminar.

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.

The Presenter does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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