Timberglen Branch Library
Any questions, please call 844-567-7760
18505 Midway Rd, Dallas, TX 75287
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
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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
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 Timberglen Branch Library for an educational workshop and insurance sales presentation on April 2 from 11:00 AM - 12:00 PM or April 2 from 1:00 PM - 2:00 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!
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 information and/or the materials provided as part of this program are intended and provided solely for informational and educational purposes. None of the information and/or materials provided as part of this PowerPoint, or ancillary materials are intended to be, nor should they be construed to be the basis of any investment, legal, tax or other professional advice. Under no circumstances should this PowerPoint be considered to be, or used as independent legal, tax, investment or other professional advice. The discussions are general in nature and not person specific. Laws vary by state and are subject to constant change. Economic developments could dramatically alter the illustrations or recommendations offered in the program or materials. Clients should consult their own professional advisors before taking applicable planning action. Mark Stratton, Member Agent, The Nautilus Group® is a service of New York Life Insurance Company, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 972-387-2929, Financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. TSG Financial Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates and does not provide tax, legal or accounting advice. AR license #7487012
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