Estate Planning Webinar - Texas - April - Enlighten567

Estate Planning Webinar – Texas

Learn to Protect & Preserve Your Wealth

Any questions, please call 844-567-7760

Online Webinar – Link Sent Once Registered

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No Charge to Attend!

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Attend this online event and learn about:

  • Maintaining family wealth over multiple generations.
  • 6 strategies for a strong generational wealth management plan.
  • Strategies that could held reduce taxes.
  • Understanding the biggest threats to the preservation of wealth.
  • 3 key factors for a sustainable withdrawl 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 insurancy policy if you’re from a blended family.
  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events.


“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 9 from 11:00 AM – 12:00 PM US/Central or April 10 from 6:30 PM – 7:30 PM US/Central where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

Check the background of this investment professional and firm on FINRA’s BrokerCheck

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.

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Duane M. Toney | Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor | 2150 S 1300 E, Salt Lake City, UT 84106 | (801) 683-1000