Session starts at 2PM

WHAT YOU NEED TO KNOW ABOUT “ESTATE PLANNING & MINIMIZING TAXES” IN 2025

If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.

If you’ve got a family, a home and any kind of financial account, having a will in place may be beneficial to you and your heirs. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts.

We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated.

Please Join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Session starts at 2PM

WHAT YOU NEED TO KNOW ABOUT “ESTATE PLANNING & MINIMIZING TAXES” IN 2025

If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.

If you’ve got a family, a home and any kind of financial account, having a will in place may be beneficial to you and your heirs. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts.

We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated.

Please Join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Donald Trump’s policies will create opportunities and risks for your retirement. Let’s talk about what they are, and how to navigate them.​​​​​​​

​​​​​​​- We’re facing some BIG problems – Social Security is under financial strain. The national debt is rising. Reducing government spending remains a significant challenge. Inflation continues to erode your purchasing power.​​​​​​​

– Trump’s next term could bring opportunities – Lower taxes for longer could save you a fortune (and potentially keep more of your Social Security benefits). And pro-growth policies could juice your investment portfolio.

– There are also risks to certain policies – Tariffs could boost your expenses. Benefits programs could be drained faster. We could end up deeper in debt. And lower interest rates could reduce your retirement income.

Are you ready to unlock the full potential of your dream retirement?

You’ve worked hard, saved your money and made investments, but you realize that’s not enough to secure your financial future. Join us for a dynamic webinar designed for retirees and those nearing retirement who are keen to optimize their financial future.

This webinar is tailored specifically to individuals like you who understand the importance of strategic planning. If you own a traditional IRA, 401(l), Simple IRA, 403(b), 457, or a brokerage account, you don’t want to miss this educational webinar!