Is your family prepared in the event of an untimely death? There are many important things to consider for that time:
- Will your loved one's needs be properly accounted for?
- Are your assets protected from drifting to a different bloodline?
- Are you correctly aligned to avoid unnecessary tax costs?
Our workshop will answer these questions and more while providing strategies you can consider implementing now to ensure your wishes are carried out for the years to come.
Seating is limited so pre-registration is REQUIRED. Reserve your seat TODAY by calling our office at (559) 432-3877 or sending an e-mail to firstname.lastname@example.org
YOUR WORKSHOP PRESENTERS:
Are you a current client of Veater Financial Group? Inquire about our private, client session by calling (559) 432-3877 or e-mailing email@example.com
LPL Financial and Veater Financial Group do not provide tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. There is no assurance that the techniques and strategies discussed are suitable for all individuals or will yield positive outcomes.