Broker Check
01 June
Estate & Wealth Planning Strategies that Help Protect Your Assets

Description

We Will Discuss:

  • A Holistic Approach: See how collaboration
    between an estate planning attorney and a
    professional financial planner ensures a
    comprehensive strategy that integrates legal
    and financial aspects.
  • Optimizing Wealth for You and for Your
    Future Generations: Learn how combining
    expertise in estate planning with wealth
    planning strategies can empower your decision
    making.
  • Asset Protection: Understanding both estate
    and financial planning can help safeguard
    assets from potential risks and protect against
    unforeseen events.
  • Confidence: Understand how you can benefit
    from the assurance that your estate and
    retirement plans are meticulously crafted and
    legally sound, reducing uncertainty and stress.
    Trusting Relationship: Building a relationship
    with both professionals fosters ongoing support
    and adjustments as financial and legal needs
    evolve over time.
  • Avoiding Unnecessary Taxes: Learn how
    combining expertise allows for effective legacy
    planning, ensuring that your values, wishes,
    and assets are preserved and passed to future
    generations.

Reba Taylor is not affiliated or registered with Cetera Advisors LLC. Any information provided by Reba Taylor is in no way related to Cetera Advisors LLC or its registered representatives.

Date and Time

Sat, Jun 01, 2024

10:00a - 12:00p MST

Location

Flying Horse Resort & Club - Thomas Blake Ballroom

1880 Weiskopf Point
Colorado Springs , CO 80921
View on Map
PT2H

Event Registration