WEBINAR: Secure Your Wealth, Protect Your Legacy: Integrating Financial Planning into Your Estate Plan
Thu, Mar 13
|Financial & Estate Planning Webinar (Zoom)
Learn how to protect your wealth and secure your legacy by integrating financial planning into your estate plan. This seminar covers trusts, tax strategies, and long-term care planning to help you safeguard your assets and provide for your loved ones.
Time & Location
Mar 13, 2025, 11:30 AM – 12:30 PM
Financial & Estate Planning Webinar (Zoom)
About the event
Zoom Link: https://fairwaymc.zoom.us/j/97447552995
Protect Your Wealth and Secure Your Legacy
Join us online and learn how to "Secure Your Wealth, Protect Your Legacy: Integrating Financial Planning into Your Estate Plan,". This seminar is a comprehensive presentation designed to help you take control of your financial future. Learn how to align your estate plan with a strong financial strategy to protect your assets, minimize taxes, and ensure a smooth transition for your loved ones. Our expert-led session will cover essential topics, including trusts, retirement planning, and long-term care strategies. Don’t leave your legacy to chance—take proactive steps to secure your wealth and provide peace of mind for your family.
Key Topics Covered
Financial Planning: Why a solid financial plan is so important for your estate plan.