Estate Planning Opportunities Seminar

Whether you are building for retirement or already retired, this workshop is for you! 

Sixty-three percent of all U.S. households have established a retirement plan, but while retirement accounts provide significant advantages that allow individuals to save for retirement, they are a problematic asset to leave to surviving spouses and heirs.

Furthermore, you don't want to be left guessing about how to maximize Social Security benefits - when to file, how to file, the taxation of benefits, etc. Through estate planning, these problems can be addressed.