Briefly describe your program.
A free, open to the public, educational seminar for estate planning. Here are some topics the speaker may cover:
- How to protect your family and loved ones when you no longer can
- 6 strategies for a strong generational wealth management plan
- Ensure your beneficiaries get their inheritance without selling assets
- How to pass on more than just your assets and leave a true legacy
- How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy
- How retirement planning, portfolio-mix, and risk tolerance can affect future generations
- Strategies that could help reduce taxes
- How a 529 plan can be an efficient estate planning tool
- How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate