Details for 1219C30B Winning Strategies 3x5.25

Updated

Inviting you and a guest to a free

Estate Planning
Workshop
Tuesday

December 10, 2019•9:30am
Hampton Inn

1130 Larkin Drive
Seguin, TX 78155
Event Code : NP

Topics to be covered
• The advantages and disadvantages of Wills
and Revocable Living Trusts
• The Guardianship process and how it can
impact your family
• How Powers of Attorney work and their
inherent limitations
• How the Probate process works and how it
can be avoided
• Pitfalls associated with common planning
techniques, i.e., placing children names
on joint bank accounts
• How to protect assets being passed to your
heirs from lawsuits, divorce, and other
claims
• Implementing a financial strategy through
insurance products that can protect and
preserve your estate.

Complimentary meal will
follow the presentation.
Please arrive 15 minutes early for best choice of seating.
Reservations are required,
seating is limited and fills quickly.
Meal follows the workshop. Call:

844-425-2872

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