Metropolitan Library System - Patience S. Latting Northwest Library

This event is not sponsored or endorsed by Metropolitan Library System - Patience S. Latting Northwest Library. For questions, please call 844-567-7760.

5600 NW 122nd St, Oklahoma City, OK 73142

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No Charge to Attend!

Attend this seminar and learn about:

  • 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

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 Metropolitan Library System - Patience S. Latting Northwest Library for an educational workshop and insurance sales presentation on February 27 from 6:00 PM - 7:00 PM or February 29 from 11:00 AM - 12:00 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!

Register Now

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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Tyler James Finch 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.
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