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323-776-1900
323-776-1900            Menu
No Charge to Attend.
Seating is limited, so sign up today!
Embassy Suites Ontario Airport
Topic: Estate Planning
3663 E Guasti Rd, Ontario, CA 91761

Wednesday, May 29 @ 6:30 - 8:00 pm

OPEN
LEARN HOW TO PROTECT YOUR ESTATE AND REDUCE TAXATION ON YOUR ASSETS
Most Americans fear going through probate and dealing with estate taxes. Do you have an estate plan?

Join us at the Embassy Suites Ontario Airport for an educational workshop covering Estate Planning (including how to avoid the top 3 estate planning mistakes that could save your heirs time and money) on Wednesday, May 29, from 6:30 - 8:00 pm.

Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens' inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

If you would like more information on how to protect your assets while passing on your estate in a safe and tax efficient way, this workshop is for you.
Attend this workshop and learn About:
  • How to protect your assets and reduce taxation
  • ​How to avoid probate
  • ​​The difference between revocable and irrevocable trusts
  • ​How to control who gets what, when, and how
  • ​​​Common misconceptions about estate planning
  • ​​Strategies and methods available to retirees to help develop an estate plan
      Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.
      Embassy Suites Ontario Airport
      Topic: Estate Planning
      3663 E Guasti Rd, Ontario, CA 91761

      Wednesday, May 29 @ 6:30 - 8:00 pm

      OPEN
      No Charge to Attend.
      Seating is limited, so sign up today!
      Learn How To Protect Your Estate And Reduce Taxation On Your Assets
      Most Americans fear going through probate and dealing with estate taxes. Do you have an estate plan?

      Join us at the Embassy Suites Ontario Airport for an educational workshop covering Estate Planning (including how to avoid the top 3 estate planning mistakes that could save your heirs time and money) on Wednesday, May 29, from 6:30 - 8:00 pm.

      Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens' inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

      If you would like more information on how to protect your assets while passing on your estate in a safe and tax efficient way, this workshop is for you.
      Attend this workshop and learn about:
      • How to protect your assets and reduce taxation
      • ​How to avoid probate
      • ​​The difference between revocable and irrevocable trusts
      • ​​How to control who gets what, when, and how
      • ​Common misconceptions about estate planning
      • Strategies and methods available to retirees to help develop an estate plan
          Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
          By registering, you agree to our privacy policy.
          Questions? Call us
          323-776-1900
          Hours
          Mon-Fri 9am-6pm PT
          Sat-Sun 9am-12pm PT
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