Upcoming Events: August & September 2017

The Truth About Estate Planning

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 Planning is 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
generations. This seminar will provide you with proven strategies to save fees, taxes, and provide asset protection
and security for you and your loved ones.

Discussion topics:
• How will the Presidential administration impact your Estate Plan
• Why Living Trusts Fail and How To Avoid It
• Wills vs. Trusts
• How to give firewall protection to your child’s inheritance and incentivize them
• How to avoid the 7 most critical estate planning mistakes
• Discover how IRAs and Retirement trusts can minimize triple tax, provide asset protection, and create legacy wealth when you’re gone!
• How you can create multi-generational trusts which can protect your assets inherited by your heirs from divorce, lawsuits and future estate taxation.

Dates, Times & Location

Wednesday, September 13, 2017 11:00 am at Bistro West (lunch will be served after presentation)

Address: 4960 Avenida Encinas, Carlsbad, CA 92008

Tuesday, September 19, 2017 6:30 pm at Carlsbad City Library (refreshments served)

Address: 1775 Dove Lane, Carlsbad, CA 92011

Wednesday, October 4, 2017 6:00 pm at Bistro West (dinner will be served after presentation)

Address: 4960 Avenida Encinas, Carlsbad, CA 92008

Thursday, October 12, 2017 6:00 pm at Bistro West (dinner will be served after presentation)

Address: 4960 Avenida Encinas, Carlsbad, CA 92008

To reserve your seats call now 858-461-6844 or Register Online at: www.truthseminar.com