September 19

Estate Planning

 

Location:

Sammamish Library

825 228th Avenue SE
Sammamish, WA 98075 United States

Date:

September 19

Time:

2:00 pm

About the event

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:
Now more than ever, we believe that it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to try to reach your personal and family goals.

Attend this seminar and learn about: 

  • Maintaining family wealth over multiple generations
  • Understanding the biggest threats to the preservation of wealth
  • Strategies that could help reduce taxes
  • How retirement planning, portfolio-mix and risk tolerance can affect future generations

Register For This Event

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.