EDUCATIONAL WORKSHOP

EDUCATIONAL WORKSHOPS

Estate Planning

Wine & Wills: A Client Appreciation Dinner

Your family and up to 2 guests are invited to a special dinner event this October 17th where we delve into the topic of planning your family legacy. 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.

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.

Event Location: Jojo's Hideaway | Located within 17th Street Grill

Address: Address: 17320 17th Street, Tustin, CA 92780

Available Days: Tuesday

Time: 6:30 PM - 8:00 PM

Estate Planning

The Importance of Thoughtful Estate Planning

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.

Event Location: Alliant International University

Address: 2855 Michelle Dr. #300, Irvine, CA 92606

Date: November 9, 2023 | Thursday
Time: 6:30 PM - 8:00 PM

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.

HOSTED BY:

Edward Schuh

Senior Investment Manager
Marine Corps Veteran

Noelle R. Minto, Esq

Attorney At Law
NM Law, APC

Protect your legacy and ensure your wishes are carried out by creating a comprehensive estate plan.

Space is limited, reserve your seat today!

This is an educational event only. There will not be anything for sale during or after the presentation.

www.theafigroup.com