“A leading educational resource for those nearing retirement”
— 
Wasatch County Library and Senior Center
Any questions, please call 844-567-7760
465 East 1200 South, Heber City, UT 84032
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
Attend this seminar and learn about:
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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
“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 Wasatch County Library and Senior Center for an educational workshop on April 1 from 11:00 AM - 12:30 PM or April 3 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.
Space is limited, so 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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