Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation.
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Control Your IRA Legacy: Addressing “Trust” Issues
Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation.
My Generation and Beyond: Leaving a Lasting Legacy
Celebrate Life Insurance Awareness Month and join this session to learn how life insurance may help leave a legacy to multiple generations.
Give a Little Bit … or A Lot: Charitable Giving Strategies
Commemorate National Philanthropy Month and join us to learn several charitable giving strategies – from the simple to the complex – including the role of life...
Special Planning for Special Families
Honor National Family Caregivers Month and learn about striking the balance between supporting all family members and providing quality of life to the family member with...
Secure the Future of a Business: Buy-Sell Agreements
Observe National Write a Business Plan Month and join us to explore the key elements of written buy-sell agreements and the important role of life insurance...