The Art of Legacy Planning (12.10.20)

EVENT CANCELLED

Join us as R. Travis Terlau, CFP® discusses:

• A Focus Shift │ Evolving from accumulating assets to sustainable income distribution
• Legacy Planning │ Passing on your estate with little to no tax
• Gifting Strategies │ Knowing the best and worst assets to gift loved ones
• Estate Planning │ Do you need a trust? What should the trust own?
• Income Planning │ How to maximize your income while minimizing taxes

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.

*Dinner Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.