Client Sponsored Educational Event - October 4, 2025

EFG Client Educational Event - Saturday, September 27,2025

Join us for an exciting in person event at 1500 E Beltline Ave SE this September! Our educational event is designed to provide valuable insights and knowledge on Medicare 2025 and Asset Mapping for your Estate Planning. Don't miss this opportunity to learn, connect, and grow. Mark your calendars and get ready for a day filled with inspiration and education. See you there!

Info: Medicare Changes for 2025 may be more significant than last year's. HealthMarkets and Stefan Kaiser will present a summary of this year's changes and then open the floor for a questions and answers (Q&A) session there afterwards.

Info: Asset Mapping is a one page, easy to understand document that helps you and your heirs to plan and predict your estate planning goals and outcomes. While it is an essential Estate planning tool, very few are offered this service because of the time and cost associated with the creation. But now you can create your own map for virtually no cost.

Host or Publisher EFG Financial and HealthMarkets