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Family Wealth Preservation: Estate Planning Workshop

We’re excited to extend an exclusive invitation to you for an upcoming free Estate Planning Workshop hosted by Beacon Legacy Group in conjunction with Witt Financial Group. Your financial well-being and future security are our top priorities, and we believe this workshop can provide valuable insights to help you achieve your estate planning goals.

 

Event Details:

  • Date: January 30, 2024
  • Time: 5:30pm-7:00pm
  • Location Fairfield Glade Community Club
  • Food provided.

 

Topics of Discussion:

  1. Estate Planning Fundamentals: Gain a comprehensive understanding of the basics of estate planning and why it’s crucial for securing your family’s future.
  2. Learning How to Protect Your Assets and Minimize Taxes: Explore strategies to safeguard your hard-earned assets and discover effective methods to minimize tax liabilities.
  3. Exploring Options for Ensuring Quality Care While Preserving Assets: Understand the importance of long-term care planning and learn about options for maintaining asset protection while ensuring quality care.

 

This workshop will provide professional guidance and actionable insights to help you make informed decisions regarding your estate planning needs. Kindly RSVP by clicking the link provided below.

 

We look forward to your presence at this valuable workshop. Your financial future is important to us, and we’re here to support you every step of the way.

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