Program Type:
WorkshopProgram Description
Event Details
This event is not affiliated with or sponsored by the Tye Preston Memorial Library. The Library may not be contacted about this organization or event.
PLEASE NOTE: Advance registration was required for this private class.
Estate Planning class presented by Lynn Stokes of Strategic Abundance Financial
Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan?
Join us for this educational workshop covering estate planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money).
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments with lower possible risks.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children's inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax efficient way, this workshop is for you.