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Our Office

  • Huntersville Office

    Address

    11330 Vanstory Dr.
    Huntersville, North Carolina 28078

    Phone

    704-464-8809

UPCOMING RETIREMENT AND ESTATE PLANNING FREE WEBINAR: March 31, 2020 6:00PM-7:15PM

Contact us TODAY to sign up for a FREE webinar where we will discuss the material below.


Wills, Living Trusts and Asset Protection in Retirement

FREE Retirement and Estate Planning Educational Webinar!

CALL OR EMAIL TO REGISTER!

704-464-8809 /[email protected]
To maximize your benefit you are encouraged to attend with your spouse!


PROTECT YOUR ASSETS AND PROVIDE SECURITY FOR YOUR LOVED ONES!

⦿ What is an Estate Plan? ⦿ What are the differences between Wills and Trusts? ⦿ Planning for Incapacity. ⦿ Avoiding the high cost and delays of Probate.⦿ How to protect your minor children and ensure your assets are passed to them. ⦿ Five of the biggest risks to a secure retirement and how to overcome them. ⦿ Avoiding a tax disaster before it's too late. ⦿ Making the right choices with your social security benefits and how to avoid the wrong ones. ⦿ How to keep up with inflation while safeguarding your investments from risk.

BONUS MATERIAL! WHAT IS THE SECURE ACT AND HOW DOES IT AFFECT YOU?

SEATING IS LIMITED. RESERVATIONS REQUIRED

CALL OR EMAIL TO REGISTER!
704-464-8809 / [email protected]