In a world where suddenly there is so much more uncertainty, instability and risk, securing a well-crafted estate plan is essential.

Avoidance in taking control to settling your affairs until after you go could have a long-lasting and costly impact…

Be informed — Be more prepared! Join us for this complimentary presentation where you will learn:

How to review legal and tax implications, investment strategies and personal questions to help ensure your estate is set up efficiently

The importance of inventory in your tangible and intangible assets

How to properly establish your directives

Strategies needed to help ensure beneficiary all-inclusiveness

The weight in value of professional help based on your personal estate planning goals

One of the questions we hear most often from attendees is: “What else can I learn about estate planning?”

We are happy to help and that is WHY we are here.

Learn the critical foundation elements of an assured estate plan that will give you greater peace of mind, and also help guide your loved ones during difficult events. During this presentation you will also learn how to help avoid the most common estate planning mistakes, such as:

Triggering estate tax with your life insurance

Naming only one beneficiary

Forgetting about charities that are important to you

Not appointing a power of attorney or healthcare representative

Failing to assign an executor for your digital assets

DON’T MISS OUT on this one-time opportunity to learn the lesser known facts you need to prepare you and your loved ones for the future ahead.

Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.

When: Thursday, March 10th at 6:30 PM PST

Where: This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

CLICK HERE to reserve your spot NOW for this one-time complimentary online presentation.