SEMINARS
Clients and Their Invited Guests Refresher Seminar
5027 South Western AvenueSioux Falls, SD 57108
DescriptionThere are a number of Planning strategies that could help you ensure your estate will pass quickly upon your death--- saving your family thousands of dollars in taxes, probate, and attorney fees. This is a refresher course… • Funding your trust • HIPAA Alert • Trustee Duties • Ethical Wills
SEMINAR FULL: REGISTRATION CLOSED
Legacy Wealth Planning Seminar
Description
THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.
In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even the closest of families.
Legacy Wealth Planning, on the other hand, helps you examine not only your financial and non-financial goals and concerns, but also the values and legacy you wish to leave behind. With a customized Legacy Wealth Plan, you can minimize the emotional impact on your family, retain valuable assets, and ensure that your legacy lives on through those you love and future generations.
We will discuss how Legacy Wealth Planning ensures that you can: