Broker Check
01 Feb
An Overview of Estate Planning Strategies

Description

Do you need Estate Planning?

Many believe that if they do not have millions of dollars, they do not need estate planning. I disagree!

Join us to find clarity about an estate plan. What does an estate plan really mean versus what you think it is?

If you have kids over the age of 18 years out to college or at home; if you have assets to protect, you have a blended family; if you have minors at home; or if you are a business owner, this educational presentation is for you. There are myths and facts about estate planning.

Estate planning, tax planning, and financial planning are all a part of financial freedom. Come and learn! Do you need a will? Do you need a trust? What do you need to be aware of before creating a trust. This is complex information, but we bring it to you with practical explanations.

Remember your will is a reactive document but your trust is a proactive documents, then there is a way to plan through beneficiary designations, but, what about probate, what do you need?

Join us to this educational seminar presented by Nohemy Montes, JD, CPFA, President of Mont Wealth℠ a women-family-owned Financial Planning and Wealth Management Firm headquartered in Colorado Springs. Nohemy’s background is in Law, Economics and Finance. She is one out of ten kids, eight of those kids are women, and she has two daughters on her own, so empowering women is in her blood. Nohemy has been leading families and generations to financial independence for over eighteen years.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Date and Time

Thu, Feb 01, 2024

5:30p - 7:00p MST

Location

Library 21c

1175 Chapel Hills Dr.
Colorado Springs , CO 80920

Note

Room B6

View on Map
PT1H30M

Event Registration