Free Educational Seminars
Free Financial Seminars for Retirement and Estate Planning
Educational. Empowering. Absolutely No Sales Pitch.
Introduction Paragraph:
Understanding your financial future doesn’t have to be complicated. Our free financial seminars are designed specifically for individuals and couples aged 55 to 70 who want to secure their retirement income and protect their legacy through estate planning. Whether you’re just starting
to plan or updating an existing strategy, our sessions can help
What You’ll Learn:
- The difference between wills and living trusts—and why trusts are often better
- How to avoid probate and unnecessary legal fees
- Common estate planning mistakes and how to avoid them
Who Should Attend?
- Those wanting to avoid the time and cost of probate
- Those who want to understand all the benefits of living trusts.
- Are concerned about maintaining the privacy of their financial information at death
- Those who want a clearly defined plan over the timing and distribution of their assets at death
Upcoming Seminar Locations:
Stay tuned or contact us to find one near you!
Call to Register: (515) 314-2903
Or email us: info@david-edward.com