STARTING WITH ESTATE PLANNING:
Recent surveys show that 70% of Americans have not done any estate planning.
The reason being is that there are a number of misconceptions relating to the topic and people tend to procrastinate in getting it done.
We educate our attendees on all the important things related and explain how everything should fit together like a puzzle. Essentially, how all the documents should work together.
The goal of every person should be to make things as easy as possible for their loved ones when the time comes!
Attendees will be better educated and have a track to run on through the information they receive.
TOPICS WE COVER
* ESTATE PLANNING
* RETIREMENT PLANNING
* BUSINESS / ESTATE PLANNING
* DEBT ELIMINATION
* INCOME PLANNING
* LONG TERM CARE PLANNING
* TAX REDUCTION PLANNING