Join us as we welcome Keith Leverentz from The Life Group Financial Services for an informative evening centered around the topics of estate planning and retirement.
At this workshop, you will learn about:
- Balancing retirement with estate planning and charitable giving
- Ways that estate planning can add efficiency to your retirement plan
- Structuring your estate plan
- Maximizing the tax benefits of your estate plan
It's never too early to start planning for your future, or to ensure that the legacy you leave behind for your loved ones is a positive one, so get registered today by contacting Justin Smith at 563-590-5936 or email@example.com, or click on the tickets link in this event. We look forward to having you join us for this special event!