Over a delightful meal, we'll discuss the importance of focusing your time and effort both on the preservation and distribution of your assets. This will empower you to accomplish your personal and family goals and leave the legacy you desire.
Address: Address: 17320 17th Street, Tustin, CA 92780
Available Days: Tuesday
Time: 6:30 PM - 8:00 PM
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays.
We'll discuss the importance of focusing your time and effort both on the preservation and distribution of your assets. This will empower you to accomplish your personal and family goals and leave the legacy you desire.
Date, Time and Event Location: TBA (To Be Announced)
Don't Let Taxes Derail
Your Retirement
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
Protect your legacy and ensure your wishes are carried out by creating a comprehensive estate plan.
This is an educational event only. There will not be anything for sale during or after the presentation.
www.theafigroup.com