“A leading educational resource for those nearing retirement”
— 
Sewickley Public Library
Sewickley Public Library does not sponsor or is affiliated with this workshop. If you have any questions, please call 844-567-7760.
500 Thorn St, Sewickley, PA 15143
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
Attend this seminar and learn about:
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How to control who gets what, when and how
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How to avoid probate
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How to calculate the value of your estate
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Intestacy and how it affects estate distribution
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The difference between a revocable or irrevocable trust
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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 to finalize your last wishes
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Step up in basis rules on inherited assets versus carryover basis rules on gifts
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How to NOT disinherit your children and grandchildren because of divorce or other triggering events
“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 Sewickley Public Library for an educational workshop on May 16 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.
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.
Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Carson Wealth Management nor any of its representatives may give legal advice.
Neal McGrath | Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. One Bigelow Square, 20th Floor, Pittsburgh, PA 15219 | 4129042017
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Carson Wealth Management nor any of its representatives may give legal advice.
Neal McGrath | Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. One Bigelow Square, 20th Floor, Pittsburgh, PA 15219 | 4129042017
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