Broker Check
27 Feb
Leave Your Family Peace of Mind: 30-Minute Estate Planning Webinar


With over 10 years of estate planning experience, Mike Wootton will discuss the top 3 reasons a trust is useful. Better understand how you can protect your assets, minimize taxes, and ensure your wishes for your family are followed.

What you'll learn:

    • Benefits of trusts: Discover how trusts can help you minimize taxes, avoid probate, and protect your assets.
    • Planning for specific needs: Learn how trusts can be used for special circumstances like special needs planning, asset protection, and charitable giving.
    • Common misconceptions: Debunk myths and gain clarity on the role of trusts in your estate plan.

    This webinar is perfect for you if:

    • You're considering creating a trust but don't know where to start.
    • You want to learn more about how trusts can benefit your specific situation.
    • You're simply looking for practical advice on how to secure your legacy.

    Get expert advice from the comfort of your home or office.

    Register today! Procrastination can cost your family unnecessary time, money, and heartache.

    Date and Time

    Tue, Feb 27, 2024

    1:00p - 1:30p EST


    LIVE Zoom Webinar


    You will receive the Zoom link for the webinar in the confirmation email you receive after registering.


    Event Registration