RP Prime Steakhouse
Oct 10, 2023 | Oct 11, 2023 | Oct 12, 2023
6:30 PM
No Cost Event
Dinner Seminar
209 Ramapo Valley RdMahwah, NJ 07430
This educational seminar is designed to help individuals approaching or currently in retirement understand the importance of estate planning and develop a plan to protect their assets and beneficiaries. They will explore different strategies for protecting assets, such as gifting, trusts, and long-term care planning. The seminar will also provide information on how to minimize taxes and probate costs, and the importance of updating estate plans. This seminar is a valuable opportunity for individuals to gain a better understanding of the complexities of estate planning in retirement and develop a plan to secure their assets and protect their beneficiaries. Attendees will also receive a workbook that contains important information and guidance from the seminar to take home with them.
Reserve Future Event Topic
Learn how to secure your assets, protect your beneficiaries and ensure that your estate is distributed according to your wishes. Gain an understanding of what is essential for estate planning, explore strategies for protecting assets, minimizing taxes, and updating estate plans.
Secure assets
Protect beneficiaries
Legal documents
Minimize taxes
Update estate plans
In summary, this seminar on estate planning for retirees is a must-attend for anyone looking to safeguard their assets and ensure the financial well-being of their loved ones. Led by seasoned financial experts, attendees will gain a comprehensive understanding of the legal and financial intricacies of estate planning and the latest strategies to minimize taxes and probate costs. The seminar also features a personalized Q&A session, where attendees can ask questions and seek expert advice tailored to their specific needs.
And with a take-home workbook, attendees will have all the information they need to start planning and securing their estate today. Don't miss out on this valuable opportunity to protect your assets and beneficiaries for a secure retirement. Sign up now!
This seminar is intended for individuals approaching or currently in retirement who are looking to protect their assets and ensure the financial well-being of their loved ones through expert estate planning.
The seminar will cover the legal and financial intricacies of estate planning, including the different legal documents essential for estate planning, strategies for protecting assets, minimizing taxes and probate costs, and updating estate plans.
Yes, there will be a Q&A session where attendees can ask questions and receive personalized advice.
Yes, attendees will receive a take-home workbook containing important information and guidance from the seminar.
With low interest rates and market volatility, retirees may be concerned about the sustainability of their savings. They may ask about strategies for maximizing returns, minimizing risk, and ensuring that their savings last as long as they need them to
Yes, all of our seminars are ran by independent fiduciaries.
There are no prerequisites for attending the seminar, however, attendees need to be at least approaching or currently in retirement stage.
Yes, financial professionals will be available for one-on-one consultations at a future date.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
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