Estate Planning Webinar - Massachusetts - April - Enlighten567

Estate Planning Webinar – Massachusetts

Learn to Protect & Preserve Your Wealth

Any questions, please call 844-567-7760

Online Webinar – Link Sent Once Registered

Space is limited, so sign up today!

No Charge to Attend!

Eastern Time Zone

Attend this online event and learn about:

  • How to protect your family and loved ones when you no longer can.
  • 6 strategies for a strong generational wealth management plan.
  • Ensure your beneficiaries get their inheritance without selling assets.
  • How to pass on more than just your assets and leave a true legacy.
  • How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy.
  • How retirement planning, portfolio-mix and risk tolerance can affect future generations.
  • Strategies that could help reduce taxes.
  • How a 529 plan can be an efficient estate planning tool.
  • How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate.

 

“A leading educational resource for those nearing retirement” –

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this webinar:

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us for an educational webinar on April 8 from 11:30 AM – 12:30 PM US/Eastern or April 9 from 6:00 PM – 7:00 PM US/Eastern where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Estate Planning 567 nor the Financial Professional presenting this webinar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

South Shore Investment Services is a Registered Investment Advisor. Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. Estate planning services are offered through licensed attorneys not affiliated with South Shore Investment Services. Insurance products are offered through individually licensed insurance agents not affiliated with South Shore Investment Services.

We are not affiliated with any government agency, and do not provide tax or legal advice. Always consult with your own tax/legal advisors regarding your own circumstances.