NEW Living Trust Workshop
Learn to Protect & Preserve Your Wealth
Any questions, please call 844-567-7760
Mimi’s Cafe
24201 Magic Mountain Parkway
Santa Clarita, CA 91355
Get A Living Trust For Only $599
Valued at $2,495, Learn How You Can Obtain a Living Trust for 75% Off
By Joining Our FREE 1-Hour Informational Workshop
No Charge to Attend!
Attend this workshop and learn about:
- WILLS AND LIVING TRUSTS – Learn the advantages and disadvantages to both
- ASSET PROTECTION – How to protect assets and families inheritance from creditors, divorce, and lawsuits
- SECRETS OF THE WEALTHY – How to protect families from lawsuits, creditors, divorce, and remarriage
- LONG TERM CARE PLANNING – How to avoid losing your life savings
- KEEP ASSETS IN THE BLOODLINE – Plan for future generations and insulate inheritance from beneficiaries’ creditors, divorces, and lawsuits
- IRAs AND RETIREMENT ACCOUNT TRANSITION – How to better transition your retirement accounts to the next generation
- PROBATE – What is it and how to prevent it
- CAPITAL GAINS TAX – Learn several ways to avoid Capital Gains Tax
- ESTATE TAXES – What are they, and how to minimize or eliminate
- ESSENTIAL ESTATE PLANNING DOCUMENTS – Learn which are important and why
- SECRETS OF THE WEALTHY – How to protect families from lawsuits, creditors, divorce, and remarriage
- ASSET TRANSFER – Strategies to reduce or eliminate taxes, avoid issues for beneficiaries, and pass assets quickly and privately to beneficiaries
- SPECIAL NEEDS – How to provide for special needs (disabled) children and grandchildren without harming government benefits
Helping Protect Your Estate Assets and Avoid Unintended Consequences
Why you should attend this seminar:
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 at the Mimi’s Cafe for an informational seminar covering Taxes In Retirement on October 16 from 10:30 AM – 11:30 AM or October 16 from 2:30 PM – 3:30 PM. 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 Enlighten 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.