Legacy Wealth Planning Seminars

Seminar Information

Legacy Wealth Planning Seminar
Thursday, April 08, 2010 07:00 PM - 09:00 PM
Portage Best Western
2701 County Road CX
Portage, WI  53901

The Best Things in Life Aren’t Things.  We couldn’t agree more.  In our 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 in the closest of families.

 

            Legacy Wealth Planning on the other hand, helps you examine not only your financial and nonfinancial 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:

 

  • PRESERVE your legacy, values, life stories, family heirlooms for future generations!
  • PROTECT your child’s inheritance in case of their own divorce!
  • SAFEGUARD your estate for your kids if your surviving spouse remarries.
  • PREVENT the loss of your home or life savings due to a long nursing home stay.
  • AVOID probate delays and expenses!

Free coffee and refreshments

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