For Clients Only and as a Refresher for Legacy Care Program Members…
Join us from the comfort and safety of your own home!
The 8 Critical Mistakes
That Destroy Your Estate Plan and
What You Can Do About It
PLUS How the SECURE Act Legislation May Impact
Your Retirement Savings & Estate Plan
Select an Upcoming Webinar
Tuesday, March 2, 2021, from 2:00 to 4:00 PM CT
Tuesday, March 2, 2021, from 6:00 to 8:00 PM CT
The last year has been full of uncertainties, and as a result we have received a LOT of questions from you about how to ensure your Estate Plan is fully up-to-date to ensure it takes care of you and your family should the unthinkable occur.
As we often preach, not only is it critical for you to take care of your own health and safety, but it’s also critical to take care of your Estate Plan’s health and safety.
Unfortunately, you can make mistakes that, often, you don’t even realize you make that can slowly, but surely, destroy your Estate Plan over time. And sadly, despite our best efforts, we have seen this happen over and over.
The unfortunate result is that your Estate Plan is not able to take care of you and your loved ones in the way you want and need it to when you need it most.
That is why we are hosting this Client Education Webinar. Now, more than ever, it is CRITICAL you attend this free Client Education Webinar.
During the presentation, you will also have an opportunity to schedule a free estate plan audit to review any changes that have occurred and to ensure your plan continues to work the way you intended.