Lunch & Learn - Legacy Planning

Join us for this complimentary, no-obligation, important retirement event. Seating is limited.

Legacy planning is for everybody, not just the wealthy. Without an appropriate legacy plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.

Join us at our educational training center in Troy, MI to learn about common pitfalls of legacy planning. Lunch will be provided as we dive into topics covering:

• Planning For Everyone – everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
• Avoid Unnecessary Taxes and Fees – Without the proper planning in place, your beneficiaries and your wealth may be exposed to taxes and probate fees that could be reduced or even eliminated with proper planning.
• Legal Safeguards – Avoid court-administered guardianship and ensure your family members or trusted friends have the legal right to carry out your wishes.

Who should attend this important event?

• Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
• They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
• They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.