Attending the workshop, they will learn more about: 

Join us for an educational seminar where we'll focus on: 

• How to protect your family and loved ones when you no longer can
• How to pass on more than just your assets and leave a true legacy
• Strategies that could help reduce taxes
• Six strategies for a strong generational wealth management plan
• How to help protect assets you leave to your children or loved ones from creditors, divorce, or even bankruptcy.
• How a 529 plan can be an efficient estate planning tool
• Ensure your beneficiaries get their inheritance without selling assets
• How retirement planning portfolio mix and risk tolerance can affect the future generations
• How bracket topping can help reduce tax implications of Roth conversions and enhance the value of your estate

*Roth conversions are a taxable event and may increase your current-year tax liabilities.