Join us to discover key strategies for protecting your family’s future, simplifying trusts, and making informed tax decisions to secure your financial well-being. This workshop is essential for anyone looking to take control of their estate and financial planning.
Workshop #1 Estate Planning
Why Attend?
- Protect Your Family’s Future – Learn simple strategies to secure your assets and ensure your loved ones are taken care of.
- Expert Guidance on Trusts – Gain insights from a legal professional and financial advisor on creating or updating trusts as part of your financial plan.
- Smart Tax & Wealth Strategies – Discover when and where to withdraw from retirement accounts to optimize taxes and preserve your wealth.
Workshop #2 Career Change
Embarking on a career change is a significant life decision that can impact your financial well-being. Join our workshop to learn how financial advisors can assist you in navigating this transition smoothly.
Why Attend?
- Personalized Financial Strategies – Understand how to align your financial plan with your new career goals, ensuring a stable and prosperous future.
- Navigating Compensation Changes – Gain insights into managing shifts in income, benefits, and retirement plans during your career change.
- Investment and Savings Guidance – Learn how to adjust your investment strategies and savings plans to reflect your new professional path.
Workshop #3 Business Owner
When beginning or right in the midst of your journey of entrepreneurship or managing a small business is both exhilarating and challenging. We understand the unique financial complexities you face, and we’re here to help you navigate them with confidence.
Why Attend?
- Personalized Financial Strategies: Learn how to align your business and personal financial goals to ensure a stable and prosperous future.
- Tax Planning and Compliance: Gain insights into effective tax strategies tailored for business owners, helping you minimize liabilities and stay compliant.
- Retirement Planning: Discover retirement solutions suited for self-employed individuals, ensuring you’re prepared for the future.
