Broker Check
19 May
Estate Planning: Preserving Your Wealth May 19, 2026

Description

Everyone needs an Estate Plan. It’s vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Plans are in good order. You will learn how comprehensive estate planning can be used to maximize your retirement accounts to provide care for yourself and to preserve your legacy for your family. This seminar will provide you with facts that are straightforward and easy to understand.

  • The advantages and disadvantages of Wills and Living Trusts
  • Why putting property in your children’s names may be a mistake
  • Protect your home from being swallowed up by nursing home care
  • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts
  • Strategies that could help reduce taxes
  • Strategies designed to help pass on more than just your assets and leave a true legacy
  • How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away)
  • How probate works and, more importantly, how you can avoid probate altogether!

Date and Time

Tue, May 19, 2026

6:30p - 8:30p EST

Location

Gather Workspace: Diamond - 1st Floor

14321 Winter Breeze Dr
Midlothian , VA 23113
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PT2H

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

Event Registration

Will you be able to attend this event?