Upcoming Client Education Event: Issues That May Impact Your Estate Plan

Reinforce Peace of Mind by Guarding Against Issues That May Impact Your Family’s Estate Plan

This is a FREE event! Topics we’ll cover include:

• Why It’s Critical to Take Advantage of Our Complimentary Annual Reviews of Your Medicaid Planning
• The Threats Lurking When IRAs Are Left to Non-Spousal Beneficiaries
• The Importance of Generational Planning to Preserve Inherited Wealth
• The #1 Most Common Health Care Mistake For Adults or Disabled Children
• What REALLY Happens to Spousal Income After the Passing of the First Spouse
• The #1 Best Tool for Protecting Business, Farm, and Ranch Assets
• And Much More!

Choose your preferred date and location by registering here.

Hope to see you there!